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 | $36,180 | $45,343-20.2% | $150,298-75.9% | $67,986-46.8% |
| Participation rate | 28.7% | 51.9%-23.1pp | 77.8%-49.0pp | 57.2%-28.5pp |
| Annual return | 19.22% | 33.28%-14.1pp | 62.79%-43.6pp | 31.67%-12.4pp |
| Employer contribution / active EE | $359 | $1,462-75.5% | $4,154-91.4% | $2,019-82.2% |
| Participant deferral / active EE | $1,577 | $2,055-23.2% | $5,453-71.1% | $3,358-53.0% |
| Admin fee / account holder | $3,583 | $2,250+59.3% | $14,116-74.6% | $3,203+11.9% |