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 | $32,105 | $95,416-66.4% | $185,823-82.7% | $85,850-62.6% |
| Participation rate | 42.4% | 68.8%-26.3pp | 81.7%-39.3pp | 69.3%-26.9pp |
| Annual return | 15.51% | 23.59%-8.1pp | 122.05%-106.5pp | 318.53%-303.0pp |
| Employer contribution / active EE | $666 | $3,314-79.9% | $5,167-87.1% | $2,565-74.0% |
| Participant deferral / active EE | $1,160 | $3,423-66.1% | $5,568-79.2% | $3,952-70.6% |
| Admin fee / account holder | $1,408 | $7,213-80.5% | $16,237-91.3% | $6,260-77.5% |