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 | $19,927 | $54,762-63.6% | $90,281-77.9% | $72,985-72.7% |
| Participation rate | 28.2% | 65.1%-36.9pp | 73.3%-45.1pp | 69.5%-41.3pp |
| Annual return | 18.68% | 30.63%-11.9pp | 78.10%-59.4pp | 81.00%-62.3pp |
| Employer contribution / active EE | $327 | $2,092-84.4% | $2,854-88.5% | $2,440-86.6% |
| Participant deferral / active EE | $1,098 | $2,887-62.0% | $3,885-71.7% | $3,607-69.6% |
| Admin fee / account holder | $4,610 | $3,972+16.1% | $5,351-13.8% | $5,124-10.0% |