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 | $35,724 | $67,411-47.0% | $91,001-60.7% | $70,131-49.1% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 23.27% | -40.16%+63.4pp | 4.60%+18.7pp | 73.14%-49.9pp |
| Employer contribution / active EE | $606 | $1,786-66.1% | $2,456-75.3% | $2,342-74.1% |
| Participant deferral / active EE | $1,352 | $2,823-52.1% | $3,547-61.9% | $3,332-59.4% |
| Admin fee / account holder | $1,479 | $4,236-65.1% | $5,417-72.7% | $4,645-68.2% |