See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,329 | $77,634-69.9% | $156,549-85.1% | $62,891-62.9% |
| Participation rate | 56.1% | 71.2%-15.1pp | 84.0%-27.9pp | 69.3%-13.2pp |
| Annual return | 5.82% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $504 | $3,444-85.4% | $5,501-90.8% | $2,281-77.9% |
| Participant deferral / active EE | $1,517 | $3,045-50.2% | $4,871-68.9% | $3,203-52.6% |
| Admin fee / account holder | $1,021 | $5,561-81.6% | $13,027-92.2% | $4,296-76.2% |