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 | $32,929 | $53,127-38.0% | $86,590-62.0% | $70,131-53.0% |
| Participation rate | 42.5% | 65.3%-22.8pp | 73.5%-31.1pp | 69.5%-27.1pp |
| Annual return | 16.27% | 27.66%-11.4pp | 964.84%-948.6pp | 73.14%-56.9pp |
| Employer contribution / active EE | $316 | $2,068-84.7% | $2,839-88.9% | $2,342-86.5% |
| Participant deferral / active EE | $1,066 | $2,696-60.5% | $3,609-70.5% | $3,332-68.0% |
| Admin fee / account holder | $815 | $3,585-77.3% | $4,906-83.4% | $4,645-82.5% |