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 | $31,793 | $45,035-29.4% | $62,995-49.5% | $70,131-54.7% |
| Participation rate | 34.1% | 69.5%-35.4pp | 74.8%-40.7pp | 69.5%-35.4pp |
| Annual return | 18.52% | 18.76%-0.2pp | 87.57%-69.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $640 | $2,051-68.8% | $2,759-76.8% | $2,342-72.7% |
| Participant deferral / active EE | $797 | $2,465-67.7% | $3,329-76.1% | $3,332-76.1% |
| Admin fee / account holder | $4,314 | $2,834+52.2% | $3,600+19.8% | $4,645-7.1% |