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 | $30,334 | $48,076-36.9% | $78,689-61.5% | $62,891-51.8% |
| Participation rate | 37.2% | 65.2%-28.0pp | 73.6%-36.4pp | 69.3%-32.1pp |
| Annual return | 5.87% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $450 | $2,015-77.6% | $2,851-84.2% | $2,281-80.3% |
| Participant deferral / active EE | $1,202 | $2,588-53.6% | $3,517-65.8% | $3,203-62.5% |
| Admin fee / account holder | $6,949 | $3,207+116.7% | $4,510+54.1% | $4,296+61.8% |