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 | $37,083 | $49,227-24.7% | $70,449-47.4% | $79,858-53.6% |
| Participation rate | 51.6% | 69.2%-17.6pp | 75.1%-23.4pp | 69.6%-18.0pp |
| Annual return | 16.35% | 30.06%-13.7pp | 109.03%-92.7pp | 31.71%-15.4pp |
| Employer contribution / active EE | $414 | $2,099-80.3% | $2,737-84.9% | $2,471-83.2% |
| Participant deferral / active EE | $2,067 | $2,768-25.3% | $3,709-44.3% | $3,740-44.7% |
| Admin fee / account holder | $8,493 | $2,878+195.1% | $3,845+120.9% | $5,306+60.1% |