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 | $54,143 | $46,869+15.5% | $122,332-55.7% | $70,131-22.8% |
| Participation rate | 28.0% | 58.2%-30.2pp | 71.6%-43.6pp | 69.5%-41.5pp |
| Annual return | 18.54% | 24.22%-5.7pp | 30.27%-11.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $660 | $1,288-48.7% | $4,050-83.7% | $2,342-71.8% |
| Participant deferral / active EE | $1,358 | $2,166-37.3% | $3,287-58.7% | $3,332-59.2% |
| Admin fee / account holder | $389 | $3,322-88.3% | $5,478-92.9% | $4,645-91.6% |