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 | $41,258 | $58,512-29.5% | $84,015-50.9% | $72,985-43.5% |
| Participation rate | 44.1% | 61.2%-17.1pp | 69.0%-24.9pp | 69.5%-25.4pp |
| Annual return | 16.77% | 28.93%-12.2pp | 71.31%-54.5pp | 81.00%-64.2pp |
| Employer contribution / active EE | $749 | $1,163-35.6% | $1,983-62.3% | $2,440-69.3% |
| Participant deferral / active EE | $1,427 | $2,394-40.4% | $3,239-55.9% | $3,607-60.4% |
| Admin fee / account holder | $1,813 | $4,569-60.3% | $6,101-70.3% | $5,124-64.6% |