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 | $38,082 | $51,045-25.4% | $70,515-46.0% | $71,457-46.7% |
| Participation rate | 23.1% | 59.4%-36.3pp | 68.3%-45.3pp | 67.9%-44.8pp |
| Annual return | 17.08% | 42.63%-25.6pp | 32.77%-15.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $546 | $1,790-69.5% | $2,973-81.6% | $2,588-78.9% |
| Participant deferral / active EE | $1,523 | $3,026-49.7% | $4,567-66.7% | $4,289-64.5% |
| Admin fee / account holder | $3,832 | $1,994+92.2% | $6,412-40.2% | $1,587+141.4% |