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 | $48,795-41.6% | $65,493-56.5% | $84,808-66.4% |
| Participation rate | 23.2% | 67.0%-43.8pp | 73.1%-49.9pp | 68.3%-45.1pp |
| Annual return | 13.70% | 20.20%-6.5pp | 982.45%-968.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $504 | $1,930-73.9% | $2,574-80.4% | $2,631-80.9% |
| Participant deferral / active EE | $870 | $2,928-70.3% | $3,961-78.0% | $4,212-79.4% |
| Admin fee / account holder | $3,659 | $3,877-5.6% | $5,028-27.2% | $7,344-50.2% |