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 | $32,758 | $50,082-34.6% | $93,406-64.9% | $79,858-59.0% |
| Participation rate | 39.3% | 60.9%-21.6pp | 66.8%-27.5pp | 69.6%-30.3pp |
| Annual return | 16.49% | 24.59%-8.1pp | 78.05%-61.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $651 | $1,303-50.1% | $2,075-68.6% | $2,471-73.7% |
| Participant deferral / active EE | $2,723 | $2,212+23.1% | $3,126-12.9% | $3,740-27.2% |
| Admin fee / account holder | $3,364 | $3,454-2.6% | $5,230-35.7% | $5,306-36.6% |