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 | $40,381 | $58,512-31.0% | $84,015-51.9% | $72,985-44.7% |
| Participation rate | 52.8% | 61.2%-8.4pp | 69.0%-16.2pp | 69.5%-16.7pp |
| Annual return | 21.15% | 28.93%-7.8pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $281 | $1,163-75.8% | $1,983-85.8% | $2,440-88.5% |
| Participant deferral / active EE | $2,603 | $2,394+8.8% | $3,239-19.6% | $3,607-27.8% |
| Admin fee / account holder | $1,590 | $4,569-65.2% | $6,101-73.9% | $5,124-69.0% |