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 | $37,373 | $67,411-44.6% | $91,001-58.9% | $70,131-46.7% |
| Participation rate | 57.1% | 71.4%-14.2pp | 75.6%-18.5pp | 69.5%-12.4pp |
| Annual return | 16.17% | -40.16%+56.3pp | 4.60%+11.6pp | 73.14%-57.0pp |
| Employer contribution / active EE | $410 | $1,786-77.1% | $2,456-83.3% | $2,342-82.5% |
| Participant deferral / active EE | $1,805 | $2,823-36.1% | $3,547-49.1% | $3,332-45.8% |
| Admin fee / account holder | $898 | $4,236-78.8% | $5,417-83.4% | $4,645-80.7% |