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 | $38,501 | $47,848-19.5% | $81,478-52.7% | $70,131-45.1% |
| Participation rate | 26.1% | 58.3%-32.1pp | 68.0%-41.8pp | 69.5%-43.4pp |
| Annual return | 18.84% | 27.25%-8.4pp | 38.78%-19.9pp | 73.14%-54.3pp |
| Employer contribution / active EE | $950 | $1,527-37.8% | $2,568-63.0% | $2,342-59.4% |
| Participant deferral / active EE | $1,444 | $2,453-41.1% | $3,537-59.2% | $3,332-56.6% |
| Admin fee / account holder | $17,872 | $3,145+468.3% | $4,561+291.8% | $4,645+284.7% |