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 | $47,026 | $58,828-20.1% | $77,999-39.7% | $62,891-25.2% |
| Participation rate | 30.0% | 71.1%-41.1pp | 75.5%-45.5pp | 69.3%-39.3pp |
| Annual return | 7.66% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $828 | $1,672-50.5% | $2,470-66.5% | $2,281-63.7% |
| Participant deferral / active EE | $1,279 | $2,686-52.4% | $3,497-63.4% | $3,203-60.1% |
| Admin fee / account holder | $10,923 | $4,393+148.6% | $5,480+99.3% | $4,296+154.3% |