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 | $42,812 | $83,477-48.7% | $125,175-65.8% | $72,985-41.3% |
| Participation rate | 31.8% | 73.3%-41.5pp | 79.8%-48.0pp | 69.5%-37.7pp |
| Annual return | 26.39% | 25.78%+0.6pp | 43.79%-17.4pp | 81.00%-54.6pp |
| Employer contribution / active EE | $1,136 | $2,345-51.6% | $3,865-70.6% | $2,440-53.4% |
| Participant deferral / active EE | $2,134 | $3,585-40.5% | $4,937-56.8% | $3,607-40.8% |
| Admin fee / account holder | $330 | $5,517-94.0% | $9,702-96.6% | $5,124-93.6% |