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 | $32,538 | $56,897-42.8% | $84,750-61.6% | $62,891-48.3% |
| Participation rate | 51.4% | 68.5%-17.2pp | 76.6%-25.2pp | 69.3%-18.0pp |
| Annual return | 11.05% | 6.30%+4.8pp | 22.78%-11.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,432 | $2,709+26.7% | $3,712-7.5% | $3,203+7.2% |
| Admin fee / account holder | $2,618 | $3,581-26.9% | $5,332-50.9% | $4,296-39.1% |