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 | $69,924 | $77,634-9.9% | $156,549-55.3% | $62,891+11.2% |
| Participation rate | 48.1% | 71.2%-23.1pp | 84.0%-35.9pp | 69.3%-21.2pp |
| Annual return | 5.48% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $399 | $3,444-88.4% | $5,501-92.7% | $2,281-82.5% |
| Participant deferral / active EE | $2,033 | $3,045-33.2% | $4,871-58.3% | $3,203-36.5% |
| Admin fee / account holder | $390 | $5,561-93.0% | $13,027-97.0% | $4,296-90.9% |