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 | $23,910 | $51,638-53.7% | $68,368-65.0% | $82,448-71.0% |
| Participation rate | 54.3% | 63.6%-9.4pp | 73.8%-19.5pp | 68.1%-13.8pp |
| Annual return | 15.59% | 37.53%-21.9pp | 292.57%-277.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $519 | $2,047-74.6% | $2,649-80.4% | $2,551-79.7% |
| Participant deferral / active EE | $2,090 | $2,914-28.3% | $4,123-49.3% | $4,139-49.5% |
| Admin fee / account holder | $3,749 | $4,643-19.3% | $5,150-27.2% | $7,234-48.2% |