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 | $21,459 | $48,076-55.4% | $78,689-72.7% | $62,891-65.9% |
| Participation rate | 40.4% | 65.2%-24.9pp | 73.6%-33.2pp | 69.3%-29.0pp |
| Annual return | 8.03% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $729 | $2,015-63.8% | $2,851-74.4% | $2,281-68.0% |
| Participant deferral / active EE | $961 | $2,588-62.9% | $3,517-72.7% | $3,203-70.0% |
| Admin fee / account holder | $583 | $3,207-81.8% | $4,510-87.1% | $4,296-86.4% |