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 | $48,571 | $67,411-27.9% | $91,001-46.6% | $70,131-30.7% |
| Participation rate | 48.6% | 71.4%-22.7pp | 75.6%-27.0pp | 69.5%-20.9pp |
| Annual return | 18.37% | -40.16%+58.5pp | 4.60%+13.8pp | 73.14%-54.8pp |
| Employer contribution / active EE | $521 | $1,786-70.8% | $2,456-78.8% | $2,342-77.8% |
| Participant deferral / active EE | $2,776 | $2,823-1.6% | $3,547-21.7% | $3,332-16.7% |
| Admin fee / account holder | $1,699 | $4,236-59.9% | $5,417-68.6% | $4,645-63.4% |