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 | $9,965 | $37,426-73.4% | $77,482-87.1% | $79,858-87.5% |
| Participation rate | 40.8% | 41.5%-0.7pp | 54.2%-13.3pp | 69.6%-28.8pp |
| Annual return | 12.65% | 39.70%-27.0pp | 54.79%-42.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $678 | $637+6.6% | $986-31.2% | $2,471-72.5% |
| Participant deferral / active EE | $914 | $1,260-27.4% | $1,861-50.9% | $3,740-75.6% |
| Admin fee / account holder | $1,481 | $2,504-40.8% | $2,858-48.2% | $5,306-72.1% |