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 | $36,412 | $77,634-53.1% | $156,549-76.7% | $62,891-42.1% |
| Participation rate | 59.5% | 71.2%-11.7pp | 84.0%-24.5pp | 69.3%-9.8pp |
| Annual return | 7.01% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $729 | $3,444-78.8% | $5,501-86.8% | $2,281-68.1% |
| Participant deferral / active EE | $2,174 | $3,045-28.6% | $4,871-55.4% | $3,203-32.1% |
| Admin fee / account holder | $7,777 | $5,561+39.8% | $13,027-40.3% | $4,296+81.0% |