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 | $36,026 | $62,573-42.4% | $85,682-58.0% | $85,850-58.0% |
| Participation rate | 35.0% | 61.1%-26.1pp | 69.9%-34.9pp | 69.3%-34.3pp |
| Annual return | 16.85% | 23.77%-6.9pp | 21.49%-4.6pp | 318.53%-301.7pp |
| Employer contribution / active EE | $706 | $1,757-59.8% | $2,618-73.0% | $2,565-72.5% |
| Participant deferral / active EE | $1,976 | $2,802-29.5% | $3,923-49.6% | $3,952-50.0% |
| Admin fee / account holder | $2,332 | $4,640-49.7% | $6,873-66.1% | $6,260-62.7% |