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 | $18,444 | $48,795-62.2% | $65,493-71.8% | $84,808-78.3% |
| Participation rate | 42.9% | 67.0%-24.1pp | 73.1%-30.2pp | 68.3%-25.5pp |
| Annual return | 18.30% | 20.20%-1.9pp | 982.45%-964.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $939 | $1,930-51.4% | $2,574-63.5% | $2,631-64.3% |
| Participant deferral / active EE | $1,737 | $2,928-40.7% | $3,961-56.2% | $4,212-58.8% |
| Admin fee / account holder | $1,122 | $3,877-71.0% | $5,028-77.7% | $7,344-84.7% |