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 | $40,426 | $78,422-48.5% | $95,952-57.9% | $79,858-49.4% |
| Participation rate | 65.8% | 73.5%-7.7pp | 77.1%-11.3pp | 69.6%-3.8pp |
| Annual return | 14.84% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $632 | $1,945-67.5% | $2,541-75.1% | $2,471-74.4% |
| Participant deferral / active EE | $1,688 | $3,440-50.9% | $4,167-59.5% | $3,740-54.9% |
| Admin fee / account holder | $9,660 | $5,622+71.8% | $6,795+42.1% | $5,306+82.0% |