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 | $18,035 | $42,383-57.4% | $76,523-76.4% | $64,186-71.9% |
| Participation rate | 37.8% | 58.1%-20.3pp | 68.0%-30.2pp | 69.6%-31.7pp |
| Annual return | 16.67% | -16.54%+33.2pp | -0.27%+16.9pp | 7.63%+9.0pp |
| Employer contribution / active EE | $815 | $1,563-47.8% | $2,647-69.2% | $2,381-65.8% |
| Participant deferral / active EE | $983 | $2,566-61.7% | $3,835-74.4% | $3,470-71.7% |
| Admin fee / account holder | $6,020 | $3,198+88.3% | $4,848+24.2% | $4,888+23.2% |