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 | $31,186 | $84,233-63.0% | $170,442-81.7% | $70,131-55.5% |
| Participation rate | 44.2% | 70.8%-26.6pp | 83.6%-39.4pp | 69.5%-25.4pp |
| Annual return | 16.77% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $608 | $3,387-82.1% | $5,433-88.8% | $2,342-74.0% |
| Participant deferral / active EE | $1,972 | $3,086-36.1% | $4,939-60.1% | $3,332-40.8% |
| Admin fee / account holder | $1,599 | $5,698-71.9% | $13,880-88.5% | $4,645-65.6% |