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 | $18,967 | $61,605-69.2% | $112,229-83.1% | $75,163-74.8% |
| Participation rate | 43.1% | 61.7%-18.6pp | 72.4%-29.4pp | 67.2%-24.1pp |
| Annual return | 16.14% | 28.47%-12.3pp | 30.20%-14.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,822 | $2,015-9.6% | $3,430-46.9% | $2,670-31.8% |
| Participant deferral / active EE | $1,360 | $3,108-56.2% | $4,798-71.7% | $4,125-67.0% |
| Admin fee / account holder | $2,271 | $4,862-53.3% | $7,748-70.7% | $5,651-59.8% |