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 | $28,490 | $47,479-40.0% | $62,929-54.7% | $82,448-65.4% |
| Participation rate | 23.2% | 66.9%-43.7pp | 73.1%-49.9pp | 68.1%-44.9pp |
| Annual return | 13.70% | 20.34%-6.6pp | 1063.93%-1050.2pp | 41.64%-27.9pp |
| Employer contribution / active EE | $504 | $1,885-73.3% | $2,505-79.9% | $2,551-80.3% |
| Participant deferral / active EE | $870 | $2,870-69.7% | $3,888-77.6% | $4,139-79.0% |
| Admin fee / account holder | $3,659 | $3,804-3.8% | $5,065-27.8% | $7,234-49.4% |