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 | $36,061 | $65,041-44.6% | $90,951-60.4% | $79,858-54.8% |
| Participation rate | 34.1% | 61.6%-27.5pp | 69.0%-34.9pp | 69.6%-35.5pp |
| Annual return | 12.19% | 30.45%-18.3pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $301 | $1,247-75.9% | $2,122-85.8% | $2,471-87.8% |
| Participant deferral / active EE | $1,737 | $2,512-30.8% | $3,373-48.5% | $3,740-53.6% |
| Admin fee / account holder | $4,784 | $4,536+5.5% | $5,959-19.7% | $5,306-9.9% |