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 | $24,836 | $76,407-67.5% | $150,298-83.5% | $82,448-69.9% |
| Participation rate | 36.7% | 66.4%-29.7pp | 77.8%-41.1pp | 68.1%-31.4pp |
| Annual return | 13.54% | 39.99%-26.5pp | 62.79%-49.2pp | 41.64%-28.1pp |
| Employer contribution / active EE | $455 | $2,614-82.6% | $4,154-89.0% | $2,551-82.2% |
| Participant deferral / active EE | $1,019 | $3,214-68.3% | $5,453-81.3% | $4,139-75.4% |
| Admin fee / account holder | $1,596 | $6,352-74.9% | $14,116-88.7% | $7,234-77.9% |