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 | $34,255 | $80,968-57.7% | $96,544-64.5% | $75,163-54.4% |
| Participation rate | 61.8% | 71.8%-9.9pp | 76.0%-14.1pp | 67.2%-5.3pp |
| Annual return | 19.13% | 27.06%-7.9pp | 25.84%-6.7pp | 160.62%-141.5pp |
| Employer contribution / active EE | $825 | $2,282-63.8% | $2,965-72.2% | $2,670-69.1% |
| Participant deferral / active EE | $2,021 | $3,928-48.6% | $4,851-58.3% | $4,125-51.0% |
| Admin fee / account holder | $5,699 | $6,724-15.3% | $8,252-30.9% | $5,651+0.8% |