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 | $20,023 | $58,208-65.6% | $81,812-75.5% | $80,856-75.2% |
| Participation rate | 39.0% | 63.4%-24.4pp | 72.3%-33.4pp | 67.6%-28.7pp |
| Annual return | 12.12% | 41.66%-29.5pp | 773.79%-761.7pp | 35.59%-23.5pp |
| Employer contribution / active EE | $428 | $2,340-81.7% | $2,912-85.3% | $2,755-84.5% |
| Participant deferral / active EE | $2,030 | $3,281-38.1% | $4,319-53.0% | $4,296-52.7% |
| Admin fee / account holder | $1,309 | $4,981-73.7% | $7,386-82.3% | $6,918-81.1% |