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 | $27,665 | $58,828-53.0% | $77,999-64.5% | $62,891-56.0% |
| Participation rate | 43.3% | 71.1%-27.7pp | 75.5%-32.2pp | 69.3%-26.0pp |
| Annual return | 6.29% | 17.16%-10.9pp | 425.96%-419.7pp | 20.14%-13.9pp |
| Employer contribution / active EE | $335 | $1,672-79.9% | $2,470-86.4% | $2,281-85.3% |
| Participant deferral / active EE | $1,734 | $2,686-35.4% | $3,497-50.4% | $3,203-45.9% |
| Admin fee / account holder | $1,247 | $4,393-71.6% | $5,480-77.2% | $4,296-71.0% |