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 | $43,724 | $54,590-19.9% | $81,930-46.6% | $73,488-40.5% |
| Participation rate | 41.7% | 68.3%-26.6pp | 72.0%-30.2pp | 70.7%-28.9pp |
| Annual return | 13.92% | 17.74%-3.8pp | 29.49%-15.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $495 | $1,636-69.7% | $4,310-88.5% | $2,270-78.2% |
| Participant deferral / active EE | $2,276 | $2,759-17.5% | $7,107-68.0% | $3,740-39.1% |
| Admin fee / account holder | $4,431 | $592+648.4% | $5,158-14.1% | $513+763.5% |