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 | $52,883 | $77,634-31.9% | $156,549-66.2% | $62,891-15.9% |
| Participation rate | 51.4% | 71.2%-19.8pp | 84.0%-32.6pp | 69.3%-17.9pp |
| Annual return | 5.97% | 50.32%-44.3pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $898 | $3,444-73.9% | $5,501-83.7% | $2,281-60.6% |
| Participant deferral / active EE | $1,869 | $3,045-38.6% | $4,871-61.6% | $3,203-41.7% |
| Admin fee / account holder | $892 | $5,561-84.0% | $13,027-93.2% | $4,296-79.2% |