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 | $28,115 | $46,553-39.6% | $64,056-56.1% | $75,163-62.6% |
| Participation rate | 50.8% | 65.9%-15.1pp | 72.3%-21.5pp | 67.2%-16.4pp |
| Annual return | 17.15% | 26.03%-8.9pp | 33.69%-16.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $907 | $1,974-54.0% | $2,747-67.0% | $2,670-66.0% |
| Participant deferral / active EE | $1,492 | $2,837-47.4% | $3,880-61.5% | $4,125-63.8% |
| Admin fee / account holder | $3,947 | $2,952+33.7% | $3,068+28.6% | $5,651-30.2% |