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 | $50,680 | $91,190-44.4% | $178,490-71.6% | $79,858-36.5% |
| Participation rate | 36.5% | 69.2%-32.7pp | 81.9%-45.4pp | 69.6%-33.1pp |
| Annual return | 13.18% | 24.19%-11.0pp | 151.07%-137.9pp | 31.71%-18.5pp |
| Employer contribution / active EE | $542 | $3,256-83.4% | $5,011-89.2% | $2,471-78.1% |
| Participant deferral / active EE | $970 | $3,236-70.0% | $5,202-81.3% | $3,740-74.1% |
| Admin fee / account holder | $5,959 | $6,751-11.7% | $13,984-57.4% | $5,306+12.3% |