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 | $53,304 | $71,516-25.5% | $98,439-45.9% | $71,457-25.4% |
| Participation rate | 20.2% | 72.7%-52.5pp | 75.2%-55.0pp | 67.9%-47.8pp |
| Annual return | 28.54% | 32.41%-3.9pp | 21.16%+7.4pp | 28.85%-0.3pp |
| Employer contribution / active EE | $699 | $2,399-70.9% | $3,048-77.1% | $2,588-73.0% |
| Participant deferral / active EE | $2,032 | $4,109-50.5% | $4,738-57.1% | $4,289-52.6% |
| Admin fee / account holder | $3,344 | $1,675+99.7% | $8,948-62.6% | $1,587+110.7% |