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 | $31,500 | $176,377-82.1% | $134,143-76.5% | $158,922-80.2% |
| Participation rate | 20.8% | 78.7%-57.9pp | 72.2%-51.3pp | 82.0%-61.1pp |
| Annual return | 5.42% | 63.63%-58.2pp | 36.33%-30.9pp | 302.83%-297.4pp |
| Employer contribution / active EE | $415 | $5,040-91.8% | $3,704-88.8% | $4,761-91.3% |
| Participant deferral / active EE | $1,299 | $4,091-68.3% | $3,499-62.9% | $5,982-78.3% |
| Admin fee / account holder | $11,994 | $8,718+37.6% | $6,684+79.4% | $11,246+6.6% |