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 | $30,368 | $54,762-44.5% | $90,281-66.4% | $72,985-58.4% |
| Participation rate | 46.7% | 65.1%-18.5pp | 73.3%-26.6pp | 69.5%-22.8pp |
| Annual return | 20.17% | 30.63%-10.5pp | 78.10%-57.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $865 | $2,092-58.7% | $2,854-69.7% | $2,440-64.6% |
| Participant deferral / active EE | $994 | $2,887-65.6% | $3,885-74.4% | $3,607-72.5% |
| Admin fee / account holder | $2,221 | $3,972-44.1% | $5,351-58.5% | $5,124-56.7% |