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 | $31,070 | $55,706-44.2% | $75,886-59.1% | $72,985-57.4% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.3%-9.3pp | 69.5%-9.5pp |
| Annual return | 23.58% | 27.59%-4.0pp | 30.76%-7.2pp | 81.00%-57.4pp |
| Employer contribution / active EE | $520 | $1,687-69.2% | $2,500-79.2% | $2,440-78.7% |
| Participant deferral / active EE | $1,023 | $2,634-61.2% | $3,603-71.6% | $3,607-71.7% |
| Admin fee / account holder | $1,473 | $3,978-63.0% | $5,418-72.8% | $5,124-71.3% |