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 | $23,974 | $58,208-58.8% | $81,812-70.7% | $80,856-70.4% |
| Participation rate | 52.6% | 63.4%-10.9pp | 72.3%-19.8pp | 67.6%-15.1pp |
| Annual return | 12.03% | 41.66%-29.6pp | 773.79%-761.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $619 | $2,340-73.5% | $2,912-78.7% | $2,755-77.5% |
| Participant deferral / active EE | $1,262 | $3,281-61.5% | $4,319-70.8% | $4,296-70.6% |
| Admin fee / account holder | $6,810 | $4,981+36.7% | $7,386-7.8% | $6,918-1.6% |