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 | $31,215 | $81,248-61.6% | $155,509-79.9% | $80,856-61.4% |
| Participation rate | 41.0% | 66.2%-25.2pp | 78.2%-37.2pp | 67.6%-26.6pp |
| Annual return | 21.94% | 33.31%-11.4pp | 64.67%-42.7pp | 35.59%-13.6pp |
| Employer contribution / active EE | $893 | $3,100-71.2% | $4,672-80.9% | $2,755-67.6% |
| Participant deferral / active EE | $1,053 | $3,452-69.5% | $5,626-81.3% | $4,296-75.5% |
| Admin fee / account holder | $1,875 | $7,997-76.6% | $15,912-88.2% | $6,918-72.9% |