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 | $35,716 | $59,839-40.3% | $81,983-56.4% | $79,858-55.3% |
| Participation rate | 26.3% | 61.6%-35.3pp | 69.2%-42.9pp | 69.6%-43.3pp |
| Annual return | 13.20% | 17.56%-4.4pp | 41.31%-28.1pp | 31.71%-18.5pp |
| Employer contribution / active EE | $630 | $1,713-63.2% | $2,498-74.8% | $2,471-74.5% |
| Participant deferral / active EE | $1,221 | $2,695-54.7% | $3,722-67.2% | $3,740-67.3% |
| Admin fee / account holder | $417 | $4,287-90.3% | $5,664-92.6% | $5,306-92.1% |