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 | $34,670 | $49,227-29.6% | $70,449-50.8% | $79,858-56.6% |
| Participation rate | 34.3% | 69.2%-34.9pp | 75.1%-40.8pp | 69.6%-35.3pp |
| Annual return | 12.45% | 30.06%-17.6pp | 109.03%-96.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $582 | $2,099-72.3% | $2,737-78.7% | $2,471-76.4% |
| Participant deferral / active EE | $2,221 | $2,768-19.7% | $3,709-40.1% | $3,740-40.6% |
| Admin fee / account holder | $1,566 | $2,878-45.6% | $3,845-59.3% | $5,306-70.5% |