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 | $38,528 | $58,828-34.5% | $77,999-50.6% | $62,891-38.7% |
| Participation rate | 68.8% | 71.1%-2.3pp | 75.5%-6.8pp | 69.3%-0.6pp |
| Annual return | 8.73% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $469 | $1,672-72.0% | $2,470-81.0% | $2,281-79.4% |
| Participant deferral / active EE | $1,617 | $2,686-39.8% | $3,497-53.8% | $3,203-49.5% |
| Admin fee / account holder | $5,008 | $4,393+14.0% | $5,480-8.6% | $4,296+16.6% |