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 | $21,981 | $47,105-53.3% | $68,368-67.8% | $67,986-67.7% |
| Participation rate | 24.8% | 51.8%-27.0pp | 73.8%-49.0pp | 57.2%-32.4pp |
| Annual return | 16.29% | 48.37%-32.1pp | 292.57%-276.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $530 | $1,859-71.5% | $2,649-80.0% | $2,019-73.7% |
| Participant deferral / active EE | $985 | $2,374-58.5% | $4,123-76.1% | $3,358-70.7% |
| Admin fee / account holder | $1,682 | $2,435-30.9% | $5,150-67.3% | $3,203-47.5% |