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 | $28,845 | $37,426-22.9% | $77,482-62.8% | $79,858-63.9% |
| Participation rate | 37.8% | 41.5%-3.7pp | 54.2%-16.3pp | 69.6%-31.8pp |
| Annual return | 11.71% | 39.70%-28.0pp | 54.79%-43.1pp | 31.71%-20.0pp |
| Employer contribution / active EE | $627 | $637-1.6% | $986-36.5% | $2,471-74.6% |
| Participant deferral / active EE | $1,154 | $1,260-8.4% | $1,861-38.0% | $3,740-69.1% |
| Admin fee / account holder | $1,077 | $2,504-57.0% | $2,858-62.3% | $5,306-79.7% |