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 | $42,796 | $101,763-57.9% | $164,866-74.0% | $80,874-47.1% |
| Participation rate | 34.0% | 71.8%-37.8pp | 78.6%-44.6pp | 67.6%-33.6pp |
| Annual return | 10.69% | 16.73%-6.0pp | 69.97%-59.3pp | 35.62%-24.9pp |
| Employer contribution / active EE | $904 | $2,954-69.4% | $4,343-79.2% | $2,756-67.2% |
| Participant deferral / active EE | $2,163 | $4,477-51.7% | $6,033-64.1% | $4,297-49.7% |
| Admin fee / account holder | $7,684 | $8,228-6.6% | $12,689-39.4% | $6,935+10.8% |