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 | $47,886 | $59,584-19.6% | $86,874-44.9% | $79,386-39.7% |
| Participation rate | 30.4% | 67.7%-37.3pp | 71.6%-41.2pp | 70.7%-40.3pp |
| Annual return | 18.94% | 23.15%-4.2pp | 63.52%-44.6pp | 116.85%-97.9pp |
| Employer contribution / active EE | $845 | $1,768-52.2% | $2,495-66.1% | $2,427-65.2% |
| Participant deferral / active EE | $2,583 | $3,036-14.9% | $3,699-30.2% | $4,046-36.2% |
| Admin fee / account holder | $5,970 | $604+888.1% | $5,828+2.4% | $626+853.0% |