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 | $32,477 | $57,016-43.0% | $84,966-61.8% | $80,856-59.8% |
| Participation rate | 40.4% | 56.3%-15.9pp | 67.5%-27.1pp | 67.6%-27.2pp |
| Annual return | 11.29% | 21.66%-10.4pp | 66.38%-55.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $873 | $1,798-51.4% | $2,727-68.0% | $2,755-68.3% |
| Participant deferral / active EE | $1,685 | $3,110-45.8% | $4,519-62.7% | $4,296-60.8% |
| Admin fee / account holder | $1,252 | $4,980-74.9% | $6,149-79.6% | $6,918-81.9% |