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 | $23,859 | $39,122-39.0% | $57,179-58.3% | $62,891-62.1% |
| Participation rate | 42.9% | 70.5%-27.6pp | 75.3%-32.5pp | 69.3%-26.4pp |
| Annual return | 6.93% | 9.23%-2.3pp | 14.59%-7.7pp | 20.14%-13.2pp |
| Employer contribution / active EE | $757 | $1,874-59.6% | $2,682-71.8% | $2,281-66.8% |
| Participant deferral / active EE | $918 | $2,374-61.3% | $3,096-70.3% | $3,203-71.3% |
| Admin fee / account holder | $2,148 | $2,592-17.1% | $3,139-31.6% | $4,296-50.0% |