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 | $26,922 | $57,651-53.3% | $112,229-76.0% | $71,457-62.3% |
| Participation rate | 24.1% | 58.9%-34.8pp | 72.4%-48.3pp | 67.9%-43.8pp |
| Annual return | 17.03% | 18.32%-1.3pp | 30.20%-13.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $635 | $1,913-66.8% | $3,430-81.5% | $2,588-75.5% |
| Participant deferral / active EE | $1,022 | $2,863-64.3% | $4,798-78.7% | $4,289-76.2% |
| Admin fee / account holder | $4,182 | $1,581+164.4% | $7,748-46.0% | $1,587+163.4% |