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 | $27,114 | $49,227-44.9% | $70,449-61.5% | $79,858-66.0% |
| Participation rate | 46.8% | 69.2%-22.4pp | 75.1%-28.3pp | 69.6%-22.9pp |
| Annual return | 33.29% | 30.06%+3.2pp | 109.03%-75.7pp | 31.71%+1.6pp |
| Employer contribution / active EE | $716 | $2,099-65.9% | $2,737-73.8% | $2,471-71.0% |
| Participant deferral / active EE | $1,445 | $2,768-47.8% | $3,709-61.0% | $3,740-61.4% |
| Admin fee / account holder | $1,761 | $2,878-38.8% | $3,845-54.2% | $5,306-66.8% |