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 | $30,459 | $61,272-50.3% | $149,673-79.6% | $71,457-57.4% |
| Participation rate | 43.1% | 62.5%-19.4pp | 78.8%-35.7pp | 67.9%-24.8pp |
| Annual return | 14.87% | 35.85%-21.0pp | 134.42%-119.5pp | 28.85%-14.0pp |
| Employer contribution / active EE | $424 | $2,378-82.2% | $4,818-91.2% | $2,588-83.6% |
| Participant deferral / active EE | $1,286 | $2,917-55.9% | $5,680-77.4% | $4,289-70.0% |
| Admin fee / account holder | $1,674 | $1,261+32.7% | $13,210-87.3% | $1,587+5.4% |