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 | $29,169 | $55,706-47.6% | $75,886-61.6% | $72,985-60.0% |
| Participation rate | 57.4% | 61.1%-3.8pp | 69.3%-11.9pp | 69.5%-12.1pp |
| Annual return | 30.06% | 27.59%+2.5pp | 30.76%-0.7pp | 81.00%-50.9pp |
| Employer contribution / active EE | $576 | $1,687-65.8% | $2,500-76.9% | $2,440-76.4% |
| Participant deferral / active EE | $1,645 | $2,634-37.5% | $3,603-54.3% | $3,607-54.4% |
| Admin fee / account holder | $2,901 | $3,978-27.1% | $5,418-46.5% | $5,124-43.4% |