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 | $28,498 | $54,762-48.0% | $90,281-68.4% | $72,985-61.0% |
| Participation rate | 55.3% | 65.1%-9.9pp | 73.3%-18.0pp | 69.5%-14.2pp |
| Annual return | 24.50% | 30.63%-6.1pp | 78.10%-53.6pp | 81.00%-56.5pp |
| Employer contribution / active EE | $785 | $2,092-62.5% | $2,854-72.5% | $2,440-67.8% |
| Participant deferral / active EE | $1,756 | $2,887-39.2% | $3,885-54.8% | $3,607-51.3% |
| Admin fee / account holder | $905 | $3,972-77.2% | $5,351-83.1% | $5,124-82.3% |