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 | $34,037 | $60,022-43.3% | $88,946-61.7% | $84,808-59.9% |
| Participation rate | 46.6% | 57.8%-11.3pp | 68.8%-22.3pp | 68.3%-21.8pp |
| Annual return | 20.13% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $790 | $1,703-53.6% | $2,555-69.1% | $2,631-70.0% |
| Participant deferral / active EE | $1,958 | $3,114-37.1% | $4,581-57.3% | $4,212-53.5% |
| Admin fee / account holder | $2,520 | $4,811-47.6% | $8,261-69.5% | $7,344-65.7% |