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 | $32,063 | $91,190-64.8% | $178,490-82.0% | $79,858-59.8% |
| Participation rate | 39.5% | 69.2%-29.7pp | 81.9%-42.4pp | 69.6%-30.1pp |
| Annual return | 13.14% | 24.19%-11.1pp | 151.07%-137.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $582 | $3,256-82.1% | $5,011-88.4% | $2,471-76.4% |
| Participant deferral / active EE | $917 | $3,236-71.6% | $5,202-82.4% | $3,740-75.5% |
| Admin fee / account holder | $6,161 | $6,751-8.7% | $13,984-55.9% | $5,306+16.1% |