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 | $44,485 | $49,227-9.6% | $70,449-36.9% | $79,858-44.3% |
| Participation rate | 38.0% | 69.2%-31.1pp | 75.1%-37.0pp | 69.6%-31.6pp |
| Annual return | 12.23% | 30.06%-17.8pp | 109.03%-96.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $487 | $2,099-76.8% | $2,737-82.2% | $2,471-80.3% |
| Participant deferral / active EE | $1,748 | $2,768-36.8% | $3,709-52.9% | $3,740-53.3% |
| Admin fee / account holder | $4,475 | $2,878+55.5% | $3,845+16.4% | $5,306-15.7% |