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 | $29,631 | $58,208-49.1% | $81,812-63.8% | $80,856-63.4% |
| Participation rate | 40.6% | 63.4%-22.8pp | 72.3%-31.7pp | 67.6%-27.0pp |
| Annual return | 11.67% | 41.66%-30.0pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $569 | $2,340-75.7% | $2,912-80.5% | $2,755-79.3% |
| Participant deferral / active EE | $1,367 | $3,281-58.3% | $4,319-68.3% | $4,296-68.2% |
| Admin fee / account holder | $9,445 | $4,981+89.6% | $7,386+27.9% | $6,918+36.5% |