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 | $28,363 | $45,035-37.0% | $62,995-55.0% | $70,131-59.6% |
| Participation rate | 38.7% | 69.5%-30.9pp | 74.8%-36.1pp | 69.5%-30.9pp |
| Annual return | 13.87% | 18.76%-4.9pp | 87.57%-73.7pp | 73.14%-59.3pp |
| Employer contribution / active EE | $404 | $2,051-80.3% | $2,759-85.3% | $2,342-82.7% |
| Participant deferral / active EE | $836 | $2,465-66.1% | $3,329-74.9% | $3,332-74.9% |
| Admin fee / account holder | $1,931 | $2,834-31.9% | $3,600-46.4% | $4,645-58.4% |