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 | $28,510 | $91,190-68.7% | $178,490-84.0% | $79,858-64.3% |
| Participation rate | 63.6% | 69.2%-5.6pp | 81.9%-18.3pp | 69.6%-6.0pp |
| Annual return | 16.79% | 24.19%-7.4pp | 151.07%-134.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $1,095 | $3,256-66.4% | $5,011-78.2% | $2,471-55.7% |
| Participant deferral / active EE | $1,690 | $3,236-47.8% | $5,202-67.5% | $3,740-54.8% |
| Admin fee / account holder | $1,997 | $6,751-70.4% | $13,984-85.7% | $5,306-62.4% |