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 | $33,390 | $58,512-42.9% | $84,015-60.3% | $72,985-54.3% |
| Participation rate | 61.7% | 61.2%+0.5pp | 69.0%-7.3pp | 69.5%-7.8pp |
| Annual return | 22.13% | 28.93%-6.8pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $484 | $1,163-58.4% | $1,983-75.6% | $2,440-80.2% |
| Participant deferral / active EE | $2,377 | $2,394-0.7% | $3,239-26.6% | $3,607-34.1% |
| Admin fee / account holder | $433 | $4,569-90.5% | $6,101-92.9% | $5,124-91.5% |