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 | $20,570 | $53,053-61.2% | $126,539-83.7% | $74,304-72.3% |
| Participation rate | 35.5% | 48.0%-12.5pp | 69.8%-34.3pp | 60.3%-24.8pp |
| Annual return | 17.60% | 29.46%-11.9pp | 425.95%-408.3pp | 29.43%-11.8pp |
| Employer contribution / active EE | $499 | $1,168-57.3% | $3,674-86.4% | $2,241-77.8% |
| Participant deferral / active EE | $739 | $2,303-67.9% | $4,083-81.9% | $3,767-80.4% |
| Admin fee / account holder | $864 | $3,698-76.6% | $6,065-85.7% | $2,969-70.9% |