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 | $21,306 | $61,272-65.2% | $149,673-85.8% | $71,457-70.2% |
| Participation rate | 42.9% | 62.5%-19.6pp | 78.8%-35.9pp | 67.9%-25.1pp |
| Annual return | 15.30% | 35.85%-20.5pp | 134.42%-119.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $528 | $2,378-77.8% | $4,818-89.0% | $2,588-79.6% |
| Participant deferral / active EE | $1,272 | $2,917-56.4% | $5,680-77.6% | $4,289-70.3% |
| Admin fee / account holder | $1,548 | $1,261+22.7% | $13,210-88.3% | $1,587-2.5% |