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 | $30,052 | $56,114-46.4% | $96,139-68.7% | $85,850-65.0% |
| Participation rate | 47.9% | 56.7%-8.8pp | 68.4%-20.6pp | 69.3%-21.4pp |
| Annual return | 13.55% | 42.30%-28.8pp | 191.94%-178.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $380 | $1,620-76.6% | $2,797-86.4% | $2,565-85.2% |
| Participant deferral / active EE | $2,086 | $2,859-27.1% | $4,349-52.0% | $3,952-47.2% |
| Admin fee / account holder | $20,610 | $3,768+447.0% | $5,537+272.2% | $6,260+229.2% |