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 | $37,014 | $77,634-52.3% | $156,549-76.4% | $62,891-41.1% |
| Participation rate | 35.2% | 71.2%-36.0pp | 84.0%-48.8pp | 69.3%-34.1pp |
| Annual return | 6.84% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $636 | $3,444-81.5% | $5,501-88.4% | $2,281-72.1% |
| Participant deferral / active EE | $1,468 | $3,045-51.8% | $4,871-69.9% | $3,203-54.2% |
| Admin fee / account holder | $4,964 | $5,561-10.7% | $13,027-61.9% | $4,296+15.6% |