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 | $29,564 | $91,190-67.6% | $178,490-83.4% | $79,858-63.0% |
| Participation rate | 41.4% | 69.2%-27.8pp | 81.9%-40.5pp | 69.6%-28.3pp |
| Annual return | 15.08% | 24.19%-9.1pp | 151.07%-136.0pp | 31.71%-16.6pp |
| Employer contribution / active EE | $894 | $3,256-72.6% | $5,011-82.2% | $2,471-63.8% |
| Participant deferral / active EE | $1,818 | $3,236-43.8% | $5,202-65.0% | $3,740-51.4% |
| Admin fee / account holder | $7,225 | $6,751+7.0% | $13,984-48.3% | $5,306+36.2% |