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 | $23,438 | $59,839-60.8% | $81,983-71.4% | $79,858-70.7% |
| Participation rate | 56.3% | 61.6%-5.4pp | 69.2%-13.0pp | 69.6%-13.4pp |
| Annual return | 18.48% | 17.56%+0.9pp | 41.31%-22.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $794 | $1,713-53.7% | $2,498-68.2% | $2,471-67.9% |
| Participant deferral / active EE | $1,889 | $2,695-29.9% | $3,722-49.3% | $3,740-49.5% |
| Admin fee / account holder | $6,686 | $4,287+55.9% | $5,664+18.0% | $5,306+26.0% |