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 | $30,202 | $46,869-35.6% | $122,332-75.3% | $70,131-56.9% |
| Participation rate | 46.3% | 58.2%-11.9pp | 71.6%-25.4pp | 69.5%-23.3pp |
| Annual return | 13.20% | 24.22%-11.0pp | 30.27%-17.1pp | 73.14%-59.9pp |
| Employer contribution / active EE | $436 | $1,288-66.1% | $4,050-89.2% | $2,342-81.4% |
| Participant deferral / active EE | $2,022 | $2,166-6.6% | $3,287-38.5% | $3,332-39.3% |
| Admin fee / account holder | $5,457 | $3,322+64.2% | $5,478-0.4% | $4,645+17.5% |