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 | $26,298 | $54,705-51.9% | $71,209-63.1% | $84,808-69.0% |
| Participation rate | 57.7% | 64.1%-6.4pp | 73.8%-16.1pp | 68.3%-10.6pp |
| Annual return | 15.81% | 35.90%-20.1pp | 282.51%-266.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $899 | $2,158-58.3% | $2,721-67.0% | $2,631-65.8% |
| Participant deferral / active EE | $3,904 | $3,030+28.8% | $4,175-6.5% | $4,212-7.3% |
| Admin fee / account holder | $9,045 | $4,863+86.0% | $5,349+69.1% | $7,344+23.2% |