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 | $22,137 | $61,272-63.9% | $149,673-85.2% | $71,457-69.0% |
| Participation rate | 26.6% | 62.5%-35.9pp | 78.8%-52.2pp | 67.9%-41.4pp |
| Annual return | 17.49% | 35.85%-18.4pp | 134.42%-116.9pp | 28.85%-11.4pp |
| Employer contribution / active EE | $549 | $2,378-76.9% | $4,818-88.6% | $2,588-78.8% |
| Participant deferral / active EE | $942 | $2,917-67.7% | $5,680-83.4% | $4,289-78.0% |
| Admin fee / account holder | $1,808 | $1,261+43.3% | $13,210-86.3% | $1,587+13.9% |