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 | $31,542 | $57,976-45.6% | $62,995-49.9% | $62,292-49.4% |
| Participation rate | 51.0% | 75.9%-24.9pp | 74.8%-23.8pp | 69.5%-18.5pp |
| Annual return | 16.06% | 17.54%-1.5pp | 87.57%-71.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $858 | $2,415-64.5% | $2,759-68.9% | $2,042-58.0% |
| Participant deferral / active EE | $1,387 | $2,956-53.1% | $3,329-58.3% | $3,169-56.2% |
| Admin fee / account holder | $1,397 | $276+406.6% | $3,600-61.2% | $479+191.4% |