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 | $22,418 | $49,227-54.5% | $70,449-68.2% | $79,858-71.9% |
| Participation rate | 46.0% | 69.2%-23.2pp | 75.1%-29.1pp | 69.6%-23.6pp |
| Annual return | 17.67% | 30.06%-12.4pp | 109.03%-91.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $845 | $2,099-59.7% | $2,737-69.1% | $2,471-65.8% |
| Participant deferral / active EE | $1,172 | $2,768-57.6% | $3,709-68.4% | $3,740-68.7% |
| Admin fee / account holder | $2,365 | $2,878-17.8% | $3,845-38.5% | $5,306-55.4% |