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 | $35,174 | $59,839-41.2% | $81,983-57.1% | $79,858-56.0% |
| Participation rate | 48.1% | 61.6%-13.5pp | 69.2%-21.2pp | 69.6%-21.6pp |
| Annual return | 19.22% | 17.56%+1.7pp | 41.31%-22.1pp | 31.71%-12.5pp |
| Employer contribution / active EE | $759 | $1,713-55.7% | $2,498-69.6% | $2,471-69.3% |
| Participant deferral / active EE | $2,319 | $2,695-14.0% | $3,722-37.7% | $3,740-38.0% |
| Admin fee / account holder | $2,691 | $4,287-37.2% | $5,664-52.5% | $5,306-49.3% |