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 | $36,200 | $53,822-32.7% | $75,696-52.2% | $85,850-57.8% |
| Participation rate | 51.8% | 69.1%-17.3pp | 74.8%-23.1pp | 69.3%-17.5pp |
| Annual return | 16.05% | 24.54%-8.5pp | 104.53%-88.5pp | 318.53%-302.5pp |
| Employer contribution / active EE | $759 | $2,017-62.4% | $2,743-72.3% | $2,565-70.4% |
| Participant deferral / active EE | $1,878 | $2,895-35.1% | $3,821-50.9% | $3,952-52.5% |
| Admin fee / account holder | $1,488 | $3,343-55.5% | $3,619-58.9% | $6,260-76.2% |