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 | $30,982 | $52,279-40.7% | $89,391-65.3% | $79,858-61.2% |
| Participation rate | 39.2% | 57.5%-18.3pp | 68.0%-28.7pp | 69.6%-30.4pp |
| Annual return | 15.25% | 22.16%-6.9pp | 245.62%-230.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $739 | $1,572-53.0% | $2,586-71.4% | $2,471-70.1% |
| Participant deferral / active EE | $1,219 | $2,740-55.5% | $3,890-68.7% | $3,740-67.4% |
| Admin fee / account holder | $3,995 | $3,356+19.0% | $4,881-18.1% | $5,306-24.7% |