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 | $12,297 | $40,256-69.5% | $57,343-78.6% | $59,632-79.4% |
| Participation rate | 50.7% | 69.2%-18.5pp | 75.1%-24.4pp | 68.7%-18.0pp |
| Annual return | 3.39% | 27.49%-24.1pp | 24.39%-21.0pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $929 | $1,922-51.6% | $2,689-65.4% | $2,203-57.8% |
| Participant deferral / active EE | $1,257 | $2,399-47.6% | $3,162-60.3% | $3,192-60.6% |
| Admin fee / account holder | $2,282 | $2,818-19.0% | $3,356-32.0% | $4,297-46.9% |