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 | $27,409 | $48,076-43.0% | $78,689-65.2% | $62,891-56.4% |
| Participation rate | 55.6% | 65.2%-9.7pp | 73.6%-18.0pp | 69.3%-13.8pp |
| Annual return | 8.29% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $631 | $2,015-68.7% | $2,851-77.9% | $2,281-72.3% |
| Participant deferral / active EE | $894 | $2,588-65.5% | $3,517-74.6% | $3,203-72.1% |
| Admin fee / account holder | $6,412 | $3,207+99.9% | $4,510+42.2% | $4,296+49.3% |