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 | $32,815 | $45,343-27.6% | $150,298-78.2% | $67,986-51.7% |
| Participation rate | 38.9% | 51.9%-13.0pp | 77.8%-38.9pp | 57.2%-18.4pp |
| Annual return | 14.55% | 33.28%-18.7pp | 62.79%-48.2pp | 31.67%-17.1pp |
| Employer contribution / active EE | $341 | $1,462-76.7% | $4,154-91.8% | $2,019-83.1% |
| Participant deferral / active EE | $957 | $2,055-53.4% | $5,453-82.4% | $3,358-71.5% |
| Admin fee / account holder | $6,032 | $2,250+168.1% | $14,116-57.3% | $3,203+88.3% |