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 | $35,377 | $84,233-58.0% | $170,442-79.2% | $70,131-49.6% |
| Participation rate | 34.1% | 70.8%-36.7pp | 83.6%-49.5pp | 69.5%-35.4pp |
| Annual return | 12.73% | 23.06%-10.3pp | 205.93%-193.2pp | 73.14%-60.4pp |
| Employer contribution / active EE | $544 | $3,387-83.9% | $5,433-90.0% | $2,342-76.8% |
| Participant deferral / active EE | $876 | $3,086-71.6% | $4,939-82.3% | $3,332-73.7% |
| Admin fee / account holder | $1,174 | $5,698-79.4% | $13,880-91.5% | $4,645-74.7% |