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 | $26,379 | $60,349-56.3% | $74,183-64.4% | $62,891-58.1% |
| Participation rate | 53.8% | 72.7%-18.9pp | 76.6%-22.8pp | 69.3%-15.5pp |
| Annual return | 12.02% | 21.37%-9.4pp | 17.74%-5.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,036 | $1,680-38.3% | $2,370-56.3% | $2,281-54.6% |
| Participant deferral / active EE | $2,605 | $2,856-8.8% | $3,550-26.6% | $3,203-18.7% |
| Admin fee / account holder | $1,199 | $4,261-71.9% | $5,586-78.5% | $4,296-72.1% |