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 | $23,080 | $81,248-71.6% | $155,509-85.2% | $80,856-71.5% |
| Participation rate | 55.1% | 66.2%-11.2pp | 78.2%-23.1pp | 67.6%-12.6pp |
| Annual return | 14.85% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $896 | $3,100-71.1% | $4,672-80.8% | $2,755-67.5% |
| Participant deferral / active EE | $1,252 | $3,452-63.7% | $5,626-77.7% | $4,296-70.9% |
| Admin fee / account holder | $5,213 | $7,997-34.8% | $15,912-67.2% | $6,918-24.6% |