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 | $22,352 | $58,523-61.8% | $99,443-77.5% | $72,985-69.4% |
| Participation rate | 29.8% | 64.6%-34.8pp | 73.8%-44.0pp | 69.5%-39.7pp |
| Annual return | 21.29% | 28.51%-7.2pp | 30.72%-9.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $490 | $1,512-67.6% | $2,540-80.7% | $2,440-79.9% |
| Participant deferral / active EE | $1,691 | $2,606-35.1% | $3,619-53.3% | $3,607-53.1% |
| Admin fee / account holder | $3,695 | $4,102-9.9% | $6,250-40.9% | $5,124-27.9% |