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 | $30,821 | $77,899-60.4% | $149,673-79.4% | $75,163-59.0% |
| Participation rate | 46.2% | 65.6%-19.4pp | 78.8%-32.6pp | 67.2%-21.0pp |
| Annual return | 20.46% | 31.72%-11.3pp | 134.42%-114.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $795 | $3,137-74.7% | $4,818-83.5% | $2,670-70.2% |
| Participant deferral / active EE | $1,804 | $3,411-47.1% | $5,680-68.2% | $4,125-56.3% |
| Admin fee / account holder | $635 | $5,956-89.3% | $13,210-95.2% | $5,651-88.8% |