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 | $30,409 | $153,311-80.2% | $109,313-72.2% | $273,961-88.9% |
| Participation rate | 38.9% | 80.1%-41.2pp | 71.3%-32.4pp | 83.0%-44.1pp |
| Annual return | 2.85% | 29.86%-27.0pp | 22.07%-19.2pp | 41.45%-38.6pp |
| Employer contribution / active EE | $278 | $5,619-95.1% | $3,892-92.9% | $4,869-94.3% |
| Participant deferral / active EE | $1,145 | $3,932-70.9% | $3,166-63.9% | $5,287-78.4% |
| Admin fee / account holder | $2,709 | $8,076-66.5% | $5,666-52.2% | $10,132-73.3% |