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 | $21,798 | $77,634-71.9% | $156,549-86.1% | $62,891-65.3% |
| Participation rate | 68.0% | 71.2%-3.2pp | 84.0%-16.0pp | 69.3%-1.3pp |
| Annual return | 6.51% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $571 | $3,444-83.4% | $5,501-89.6% | $2,281-75.0% |
| Participant deferral / active EE | $2,427 | $3,045-20.3% | $4,871-50.2% | $3,203-24.2% |
| Admin fee / account holder | $2,356 | $5,561-57.6% | $13,027-81.9% | $4,296-45.2% |