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 | $19,837 | $48,046-58.7% | $84,611-76.6% | $72,985-72.8% |
| Participation rate | 56.3% | 57.6%-1.3pp | 68.2%-12.0pp | 69.5%-13.2pp |
| Annual return | 22.40% | 37.38%-15.0pp | 258.74%-236.3pp | 81.00%-58.6pp |
| Employer contribution / active EE | $863 | $1,602-46.2% | $2,652-67.5% | $2,440-64.6% |
| Participant deferral / active EE | $1,068 | $2,680-60.2% | $3,899-72.6% | $3,607-70.4% |
| Admin fee / account holder | $2,783 | $3,395-18.0% | $4,912-43.3% | $5,124-45.7% |