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 | $43,546 | $53,053-17.9% | $126,539-65.6% | $74,304-41.4% |
| Participation rate | 25.6% | 48.0%-22.4pp | 69.8%-44.2pp | 60.3%-34.7pp |
| Annual return | 14.50% | 29.46%-15.0pp | 425.95%-411.4pp | 29.43%-14.9pp |
| Employer contribution / active EE | $757 | $1,168-35.1% | $3,674-79.4% | $2,241-66.2% |
| Participant deferral / active EE | $1,697 | $2,303-26.3% | $4,083-58.4% | $3,767-55.0% |
| Admin fee / account holder | $6,290 | $3,698+70.1% | $6,065+3.7% | $2,969+111.9% |