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 | $30,610 | $58,208-47.4% | $81,812-62.6% | $80,856-62.1% |
| Participation rate | 55.1% | 63.4%-8.3pp | 72.3%-17.2pp | 67.6%-12.5pp |
| Annual return | 26.14% | 41.66%-15.5pp | 773.79%-747.6pp | 35.59%-9.5pp |
| Employer contribution / active EE | $727 | $2,340-68.9% | $2,912-75.0% | $2,755-73.6% |
| Participant deferral / active EE | $2,560 | $3,281-22.0% | $4,319-40.7% | $4,296-40.4% |
| Admin fee / account holder | $4,962 | $4,981-0.4% | $7,386-32.8% | $6,918-28.3% |