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 | $33,763 | $58,512-42.3% | $84,015-59.8% | $72,985-53.7% |
| Participation rate | 57.3% | 61.2%-3.9pp | 69.0%-11.7pp | 69.5%-12.2pp |
| Annual return | 21.07% | 28.93%-7.9pp | 71.31%-50.2pp | 81.00%-59.9pp |
| Employer contribution / active EE | $651 | $1,163-44.0% | $1,983-67.2% | $2,440-73.3% |
| Participant deferral / active EE | $1,618 | $2,394-32.4% | $3,239-50.1% | $3,607-55.2% |
| Admin fee / account holder | $1,147 | $4,569-74.9% | $6,101-81.2% | $5,124-77.6% |