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 | $29,758 | $85,766-65.3% | $136,294-78.2% | $70,131-57.6% |
| Participation rate | 26.8% | 74.2%-47.4pp | 81.9%-55.1pp | 69.5%-42.8pp |
| Annual return | 19.20% | 31.45%-12.3pp | 5155.94%-5136.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $589 | $2,966-80.2% | $4,695-87.5% | $2,342-74.9% |
| Participant deferral / active EE | $2,252 | $5,051-55.4% | $6,247-63.9% | $3,332-32.4% |
| Admin fee / account holder | $3,730 | $5,420-31.2% | $9,243-59.7% | $4,645-19.7% |