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 | $54,733 | $81,208-32.6% | $98,907-44.7% | $79,858-31.5% |
| Participation rate | 48.1% | 72.5%-24.4pp | 76.0%-27.9pp | 69.6%-21.5pp |
| Annual return | 11.81% | 60.99%-49.2pp | 196.43%-184.6pp | 31.71%-19.9pp |
| Employer contribution / active EE | $502 | $1,960-74.4% | $2,689-81.3% | $2,471-79.7% |
| Participant deferral / active EE | $2,015 | $3,265-38.3% | $4,244-52.5% | $3,740-46.1% |
| Admin fee / account holder | $5,406 | $6,013-10.1% | $6,642-18.6% | $5,306+1.9% |