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 | $30,655 | $49,915-38.6% | $154,803-80.2% | $74,304-58.7% |
| Participation rate | 25.1% | 54.0%-28.8pp | 78.1%-53.0pp | 60.3%-35.2pp |
| Annual return | 16.87% | 34.06%-17.2pp | 58.88%-42.0pp | 29.43%-12.6pp |
| Employer contribution / active EE | $436 | $1,611-72.9% | $4,305-89.9% | $2,241-80.5% |
| Participant deferral / active EE | $721 | $2,255-68.0% | $5,540-87.0% | $3,767-80.9% |
| Admin fee / account holder | $4,686 | $2,189+114.1% | $14,329-67.3% | $2,969+57.8% |