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 | $38,371 | $81,248-52.8% | $155,509-75.3% | $80,856-52.5% |
| Participation rate | 47.8% | 66.2%-18.4pp | 78.2%-30.4pp | 67.6%-19.8pp |
| Annual return | 11.79% | 33.31%-21.5pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $648 | $3,100-79.1% | $4,672-86.1% | $2,755-76.5% |
| Participant deferral / active EE | $2,227 | $3,452-35.5% | $5,626-60.4% | $4,296-48.2% |
| Admin fee / account holder | $5,480 | $7,997-31.5% | $15,912-65.6% | $6,918-20.8% |