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 | $23,724 | $54,762-56.7% | $90,281-73.7% | $72,985-67.5% |
| Participation rate | 39.4% | 65.1%-25.8pp | 73.3%-33.9pp | 69.5%-30.1pp |
| Annual return | 24.01% | 30.63%-6.6pp | 78.10%-54.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $811 | $2,092-61.3% | $2,854-71.6% | $2,440-66.8% |
| Participant deferral / active EE | $1,933 | $2,887-33.1% | $3,885-50.3% | $3,607-46.4% |
| Admin fee / account holder | $3,091 | $3,972-22.2% | $5,351-42.2% | $5,124-39.7% |