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 | $32,020 | $55,706-42.5% | $75,886-57.8% | $72,985-56.1% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.3%-18.0pp | 69.5%-18.2pp |
| Annual return | 20.40% | 27.59%-7.2pp | 30.76%-10.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $621 | $1,687-63.2% | $2,500-75.1% | $2,440-74.5% |
| Participant deferral / active EE | $1,922 | $2,634-27.0% | $3,603-46.6% | $3,607-46.7% |
| Admin fee / account holder | $3,687 | $3,978-7.3% | $5,418-31.9% | $5,124-28.0% |