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 | $29,197 | $57,590-49.3% | $86,233-66.1% | $82,448-64.6% |
| Participation rate | 24.2% | 57.9%-33.7pp | 69.0%-44.8pp | 68.1%-43.9pp |
| Annual return | 15.87% | 22.41%-6.5pp | 61.39%-45.5pp | 41.64%-25.8pp |
| Employer contribution / active EE | $790 | $1,655-52.3% | $2,504-68.5% | $2,551-69.1% |
| Participant deferral / active EE | $1,436 | $3,080-53.4% | $4,559-68.5% | $4,139-65.3% |
| Admin fee / account holder | $11,166 | $4,730+136.0% | $8,342+33.8% | $7,234+54.3% |