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 | $30,341 | $65,041-53.4% | $90,951-66.6% | $79,858-62.0% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 17.24% | 30.45%-13.2pp | 134.60%-117.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $757 | $1,247-39.3% | $2,122-64.3% | $2,471-69.4% |
| Participant deferral / active EE | $1,661 | $2,512-33.9% | $3,373-50.8% | $3,740-55.6% |
| Admin fee / account holder | $4,562 | $4,536+0.6% | $5,959-23.4% | $5,306-14.0% |