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 | $23,056 | $81,248-71.6% | $155,509-85.2% | $80,856-71.5% |
| Participation rate | 68.6% | 66.2%+2.4pp | 78.2%-9.6pp | 67.6%+1.0pp |
| Annual return | 27.09% | 33.31%-6.2pp | 64.67%-37.6pp | 35.59%-8.5pp |
| Employer contribution / active EE | $970 | $3,100-68.7% | $4,672-79.2% | $2,755-64.8% |
| Participant deferral / active EE | $2,221 | $3,452-35.6% | $5,626-60.5% | $4,296-48.3% |
| Admin fee / account holder | $617 | $7,997-92.3% | $15,912-96.1% | $6,918-91.1% |