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 | $34,186 | $54,762-37.6% | $90,281-62.1% | $72,985-53.2% |
| Participation rate | 35.7% | 65.1%-29.4pp | 73.3%-37.6pp | 69.5%-33.8pp |
| Annual return | 22.38% | 30.63%-8.3pp | 78.10%-55.7pp | 81.00%-58.6pp |
| Employer contribution / active EE | $694 | $2,092-66.8% | $2,854-75.7% | $2,440-71.5% |
| Participant deferral / active EE | $1,037 | $2,887-64.1% | $3,885-73.3% | $3,607-71.2% |
| Admin fee / account holder | $315 | $3,972-92.1% | $5,351-94.1% | $5,124-93.8% |