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 | $56,431 | $72,277-21.9% | $101,248-44.3% | $79,858-29.3% |
| Participation rate | 22.2% | 68.5%-46.2pp | 75.8%-53.6pp | 69.6%-47.4pp |
| Annual return | 11.27% | 22.30%-11.0pp | 46.47%-35.2pp | 31.71%-20.4pp |
| Employer contribution / active EE | $751 | $2,692-72.1% | $3,660-79.5% | $2,471-69.6% |
| Participant deferral / active EE | $1,557 | $3,282-52.6% | $4,370-64.4% | $3,740-58.4% |
| Admin fee / account holder | $10,300 | $4,400+134.1% | $5,945+73.2% | $5,306+94.1% |