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 | $27,424 | $43,075-36.3% | $74,583-63.2% | $62,891-56.4% |
| Participation rate | 37.0% | 58.1%-21.1pp | 68.1%-31.2pp | 69.3%-32.3pp |
| Annual return | 5.20% | 17.50%-12.3pp | 20.47%-15.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $876 | $1,498-41.5% | $2,525-65.3% | $2,281-61.6% |
| Participant deferral / active EE | $1,445 | $2,389-39.5% | $3,458-58.2% | $3,203-54.9% |
| Admin fee / account holder | $17,911 | $2,840+530.7% | $4,138+332.9% | $4,296+317.0% |