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 | $40,480 | $65,041-37.8% | $90,951-55.5% | $79,858-49.3% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 15.74% | 30.45%-14.7pp | 134.60%-118.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $549 | $1,247-55.9% | $2,122-74.1% | $2,471-77.8% |
| Participant deferral / active EE | $1,456 | $2,512-42.0% | $3,373-56.8% | $3,740-61.1% |
| Admin fee / account holder | $1,103 | $4,536-75.7% | $5,959-81.5% | $5,306-79.2% |