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 | $34,620 | $48,076-28.0% | $78,689-56.0% | $62,891-45.0% |
| Participation rate | 26.9% | 65.2%-38.3pp | 73.6%-46.6pp | 69.3%-42.4pp |
| Annual return | 5.35% | 31.35%-26.0pp | 62.18%-56.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $769 | $2,015-61.8% | $2,851-73.0% | $2,281-66.3% |
| Participant deferral / active EE | $999 | $2,588-61.4% | $3,517-71.6% | $3,203-68.8% |
| Admin fee / account holder | $5,611 | $3,207+74.9% | $4,510+24.4% | $4,296+30.6% |