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 | $27,274 | $67,984-59.9% | $65,493-58.4% | $74,304-63.3% |
| Participation rate | 37.9% | 66.3%-28.4pp | 73.1%-35.2pp | 60.3%-22.5pp |
| Annual return | 15.18% | 19.87%-4.7pp | 982.45%-967.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $758 | $2,491-69.6% | $2,574-70.5% | $2,241-66.2% |
| Participant deferral / active EE | $1,089 | $3,346-67.5% | $3,961-72.5% | $3,767-71.1% |
| Admin fee / account holder | $5,582 | $1,373+306.6% | $5,028+11.0% | $2,969+88.0% |