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 | $27,222 | $58,879-53.8% | $178,490-84.7% | $73,488-63.0% |
| Participation rate | 48.1% | 66.2%-18.1pp | 81.9%-33.8pp | 70.7%-22.6pp |
| Annual return | 24.17% | 24.86%-0.7pp | 151.07%-126.9pp | 28.51%-4.3pp |
| Employer contribution / active EE | $727 | $2,236-67.5% | $5,011-85.5% | $2,270-68.0% |
| Participant deferral / active EE | $1,226 | $2,567-52.2% | $5,202-76.4% | $3,740-67.2% |
| Admin fee / account holder | $674 | $400+68.3% | $13,984-95.2% | $513+31.3% |