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 | $38,110 | $71,050-46.4% | $93,606-59.3% | $80,856-52.9% |
| Participation rate | 45.8% | 60.4%-14.6pp | 68.7%-22.9pp | 67.6%-21.8pp |
| Annual return | 12.30% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $830 | $1,564-46.9% | $2,420-65.7% | $2,755-69.9% |
| Participant deferral / active EE | $1,685 | $4,034-58.2% | $4,411-61.8% | $4,296-60.8% |
| Admin fee / account holder | $895 | $6,945-87.1% | $8,285-89.2% | $6,918-87.1% |