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 | $36,008 | $58,208-38.1% | $81,812-56.0% | $80,856-55.5% |
| Participation rate | 48.8% | 63.4%-14.6pp | 72.3%-23.5pp | 67.6%-18.8pp |
| Annual return | 16.41% | 41.66%-25.2pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $375 | $2,340-84.0% | $2,912-87.1% | $2,755-86.4% |
| Participant deferral / active EE | $720 | $3,281-78.1% | $4,319-83.3% | $4,296-83.2% |
| Admin fee / account holder | $1,083 | $4,981-78.3% | $7,386-85.3% | $6,918-84.3% |