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 | $40,296 | $60,022-32.9% | $88,946-54.7% | $84,808-52.5% |
| Participation rate | 32.9% | 57.8%-24.9pp | 68.8%-36.0pp | 68.3%-35.4pp |
| Annual return | 14.11% | 22.43%-8.3pp | 57.82%-43.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $600 | $1,703-64.8% | $2,555-76.5% | $2,631-77.2% |
| Participant deferral / active EE | $1,144 | $3,114-63.3% | $4,581-75.0% | $4,212-72.8% |
| Admin fee / account holder | $12,316 | $4,811+156.0% | $8,261+49.1% | $7,344+67.7% |