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 | $27,189 | $70,428-61.4% | $96,562-71.8% | $85,850-68.3% |
| Participation rate | 34.6% | 61.8%-27.2pp | 69.8%-35.2pp | 69.3%-34.7pp |
| Annual return | 12.81% | 18.59%-5.8pp | 37.78%-25.0pp | 318.53%-305.7pp |
| Employer contribution / active EE | $607 | $1,413-57.1% | $2,356-74.2% | $2,565-76.3% |
| Participant deferral / active EE | $1,350 | $2,894-53.3% | $3,849-64.9% | $3,952-65.8% |
| Admin fee / account holder | $7,162 | $4,997+43.3% | $6,181+15.9% | $6,260+14.4% |