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 | $45,343-32.4% | $150,298-79.6% | $67,986-54.9% |
| Participation rate | 25.1% | 51.9%-26.8pp | 77.8%-52.7pp | 57.2%-32.1pp |
| Annual return | 16.87% | 33.28%-16.4pp | 62.79%-45.9pp | 31.67%-14.8pp |
| Employer contribution / active EE | $436 | $1,462-70.2% | $4,154-89.5% | $2,019-78.4% |
| Participant deferral / active EE | $721 | $2,055-64.9% | $5,453-86.8% | $3,358-78.5% |
| Admin fee / account holder | $4,686 | $2,250+108.3% | $14,116-66.8% | $3,203+46.3% |