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 | $30,360 | $77,634-60.9% | $156,549-80.6% | $62,891-51.7% |
| Participation rate | 18.9% | 71.2%-52.3pp | 84.0%-65.1pp | 69.3%-50.4pp |
| Annual return | 5.59% | 50.32%-44.7pp | 32.23%-26.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $378 | $3,444-89.0% | $5,501-93.1% | $2,281-83.4% |
| Participant deferral / active EE | $923 | $3,045-69.7% | $4,871-81.1% | $3,203-71.2% |
| Admin fee / account holder | $808 | $5,561-85.5% | $13,027-93.8% | $4,296-81.2% |