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 | $61,876 | $46,869+32.0% | $122,332-49.4% | $70,131-11.8% |
| Participation rate | 30.0% | 58.2%-28.2pp | 71.6%-41.6pp | 69.5%-39.5pp |
| Annual return | 16.86% | 24.22%-7.4pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $536 | $1,288-58.3% | $4,050-86.8% | $2,342-77.1% |
| Participant deferral / active EE | $1,379 | $2,166-36.3% | $3,287-58.0% | $3,332-58.6% |
| Admin fee / account holder | $406 | $3,322-87.8% | $5,478-92.6% | $4,645-91.3% |