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 | $28,165 | $49,922-43.6% | $80,569-65.0% | $75,163-62.5% |
| Participation rate | 37.3% | 55.3%-18.1pp | 67.0%-29.7pp | 67.2%-29.9pp |
| Annual return | 15.70% | 34.69%-19.0pp | 935.43%-919.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $733 | $1,698-56.8% | $2,723-73.1% | $2,670-72.5% |
| Participant deferral / active EE | $1,373 | $2,990-54.1% | $4,447-69.1% | $4,125-66.7% |
| Admin fee / account holder | $4,157 | $3,577+16.2% | $5,377-22.7% | $5,651-26.4% |