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 | $23,624 | $43,723-46.0% | $121,196-80.5% | $64,186-63.2% |
| Participation rate | 46.3% | 58.3%-12.1pp | 71.7%-25.5pp | 69.6%-23.3pp |
| Annual return | 62.01% | 68.91%-6.9pp | 16.93%+45.1pp | 7.63%+54.4pp |
| Employer contribution / active EE | $596 | $1,296-54.0% | $4,022-85.2% | $2,381-75.0% |
| Participant deferral / active EE | $3,100 | $2,280+36.0% | $3,344-7.3% | $3,470-10.6% |
| Admin fee / account holder | $5,475 | $3,501+56.4% | $5,019+9.1% | $4,888+12.0% |