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 | $30,116 | $59,839-49.7% | $81,983-63.3% | $79,858-62.3% |
| Participation rate | 26.7% | 61.6%-35.0pp | 69.2%-42.6pp | 69.6%-43.0pp |
| Annual return | 12.88% | 17.56%-4.7pp | 41.31%-28.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $624 | $1,713-63.6% | $2,498-75.0% | $2,471-74.8% |
| Participant deferral / active EE | $1,524 | $2,695-43.4% | $3,722-59.1% | $3,740-59.2% |
| Admin fee / account holder | $814 | $4,287-81.0% | $5,664-85.6% | $5,306-84.7% |