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 | $45,145 | $78,422-42.4% | $95,952-53.0% | $79,858-43.5% |
| Participation rate | 61.3% | 73.5%-12.2pp | 77.1%-15.8pp | 69.6%-8.3pp |
| Annual return | 13.01% | 19.37%-6.4pp | 91.61%-78.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $642 | $1,945-67.0% | $2,541-74.7% | $2,471-74.0% |
| Participant deferral / active EE | $1,757 | $3,440-48.9% | $4,167-57.8% | $3,740-53.0% |
| Admin fee / account holder | $2,066 | $5,622-63.2% | $6,795-69.6% | $5,306-61.1% |