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 | $32,637 | $62,573-47.8% | $85,682-61.9% | $85,850-62.0% |
| Participation rate | 24.6% | 61.1%-36.6pp | 69.9%-45.3pp | 69.3%-44.8pp |
| Annual return | 13.67% | 23.77%-10.1pp | 21.49%-7.8pp | 318.53%-304.9pp |
| Employer contribution / active EE | $543 | $1,757-69.1% | $2,618-79.3% | $2,565-78.8% |
| Participant deferral / active EE | $987 | $2,802-64.8% | $3,923-74.8% | $3,952-75.0% |
| Admin fee / account holder | $3,702 | $4,640-20.2% | $6,873-46.1% | $6,260-40.9% |