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 | $14,338 | $48,076-70.2% | $78,689-81.8% | $62,891-77.2% |
| Participation rate | 37.8% | 65.2%-27.4pp | 73.6%-35.7pp | 69.3%-31.5pp |
| Annual return | 6.94% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.2pp |
| Employer contribution / active EE | $429 | $2,015-78.7% | $2,851-85.0% | $2,281-81.2% |
| Participant deferral / active EE | $839 | $2,588-67.6% | $3,517-76.1% | $3,203-73.8% |
| Admin fee / account holder | $2,918 | $3,207-9.0% | $4,510-35.3% | $4,296-32.1% |