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 | $30,043 | $58,208-48.4% | $81,812-63.3% | $80,856-62.8% |
| Participation rate | 51.5% | 63.4%-11.9pp | 72.3%-20.8pp | 67.6%-16.1pp |
| Annual return | 12.94% | 41.66%-28.7pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $827 | $2,340-64.6% | $2,912-71.6% | $2,755-70.0% |
| Participant deferral / active EE | $1,039 | $3,281-68.3% | $4,319-75.9% | $4,296-75.8% |
| Admin fee / account holder | $2,096 | $4,981-57.9% | $7,386-71.6% | $6,918-69.7% |