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 | $64,263 | $71,050-9.6% | $93,606-31.3% | $80,856-20.5% |
| Participation rate | 46.1% | 60.4%-14.4pp | 68.7%-22.7pp | 67.6%-21.6pp |
| Annual return | 14.31% | 11.26%+3.1pp | 133.20%-118.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $577 | $1,564-63.1% | $2,420-76.2% | $2,755-79.1% |
| Participant deferral / active EE | $1,865 | $4,034-53.8% | $4,411-57.7% | $4,296-56.6% |
| Admin fee / account holder | $4,071 | $6,945-41.4% | $8,285-50.9% | $6,918-41.2% |