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 | $39,860 | $57,016-30.1% | $84,966-53.1% | $80,856-50.7% |
| Participation rate | 24.2% | 56.3%-32.1pp | 67.5%-43.3pp | 67.6%-43.4pp |
| Annual return | 18.92% | 21.66%-2.7pp | 66.38%-47.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $634 | $1,798-64.7% | $2,727-76.8% | $2,755-77.0% |
| Participant deferral / active EE | $1,447 | $3,110-53.5% | $4,519-68.0% | $4,296-66.3% |
| Admin fee / account holder | $18,157 | $4,980+264.6% | $6,149+195.3% | $6,918+162.5% |