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 | $47,633 | $56,317-15.4% | $71,209-33.1% | $74,304-35.9% |
| Participation rate | 16.9% | 55.1%-38.2pp | 73.8%-56.9pp | 60.3%-43.5pp |
| Annual return | 16.09% | 42.83%-26.7pp | 282.51%-266.4pp | 29.43%-13.3pp |
| Employer contribution / active EE | $492 | $2,160-77.2% | $2,721-81.9% | $2,241-78.0% |
| Participant deferral / active EE | $921 | $2,788-67.0% | $4,175-77.9% | $3,767-75.6% |
| Admin fee / account holder | $5,476 | $2,290+139.1% | $5,349+2.4% | $2,969+84.4% |