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 | $30,397 | $55,371-45.1% | $95,585-68.2% | $74,304-59.1% |
| Participation rate | 26.5% | 53.8%-27.3pp | 72.1%-45.5pp | 60.3%-33.8pp |
| Annual return | 21.82% | 24.26%-2.4pp | 38.56%-16.7pp | 29.43%-7.6pp |
| Employer contribution / active EE | $463 | $1,437-67.8% | $2,527-81.7% | $2,241-79.3% |
| Participant deferral / active EE | $1,185 | $2,955-59.9% | $4,023-70.5% | $3,767-68.5% |
| Admin fee / account holder | $16,043 | $2,620+512.2% | $6,127+161.8% | $2,969+440.4% |