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 | $37,342 | $65,041-42.6% | $90,951-58.9% | $79,858-53.2% |
| Participation rate | 64.2% | 61.6%+2.5pp | 69.0%-4.9pp | 69.6%-5.5pp |
| Annual return | 10.30% | 30.45%-20.1pp | 134.60%-124.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $279 | $1,247-77.6% | $2,122-86.8% | $2,471-88.7% |
| Participant deferral / active EE | $1,397 | $2,512-44.4% | $3,373-58.6% | $3,740-62.6% |
| Admin fee / account holder | $3,121 | $4,536-31.2% | $5,959-47.6% | $5,306-41.2% |