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 | $23,003 | $47,944-52.0% | $67,834-66.1% | $62,891-63.4% |
| Participation rate | 37.9% | 61.1%-23.2pp | 68.8%-30.9pp | 69.3%-31.4pp |
| Annual return | 5.87% | 11.77%-5.9pp | 138.47%-132.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $717 | $1,562-54.1% | $2,403-70.2% | $2,281-68.6% |
| Participant deferral / active EE | $2,077 | $2,247-7.6% | $3,160-34.3% | $3,203-35.2% |
| Admin fee / account holder | $4,372 | $3,712+17.8% | $4,622-5.4% | $4,296+1.8% |