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 | $32,522 | $58,512-44.4% | $84,015-61.3% | $72,985-55.4% |
| Participation rate | 65.0% | 61.2%+3.8pp | 69.0%-4.0pp | 69.5%-4.5pp |
| Annual return | 21.54% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,639 | $2,394-31.5% | $3,239-49.4% | $3,607-54.6% |
| Admin fee / account holder | $3,076 | $4,569-32.7% | $6,101-49.6% | $5,124-40.0% |