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 | $36,120 | $63,114-42.8% | $92,893-61.1% | $65,185-44.6% |
| Participation rate | 27.1% | 68.8%-41.7pp | 76.0%-48.9pp | 70.2%-43.1pp |
| Annual return | 63.17% | 28.75%+34.4pp | 109.41%-46.2pp | 29.38%+33.8pp |
| Employer contribution / active EE | $855 | $2,571-66.7% | $3,653-76.6% | $2,177-60.7% |
| Participant deferral / active EE | $1,859 | $3,108-40.2% | $4,236-56.1% | $3,514-47.1% |
| Admin fee / account holder | $1,414 | $624+126.7% | $5,794-75.6% | $847+66.9% |