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 | $29,275 | $48,046-39.1% | $84,611-65.4% | $72,985-59.9% |
| Participation rate | 28.4% | 57.6%-29.2pp | 68.2%-39.8pp | 69.5%-41.1pp |
| Annual return | 27.66% | 37.38%-9.7pp | 258.74%-231.1pp | 81.00%-53.3pp |
| Employer contribution / active EE | $649 | $1,602-59.5% | $2,652-75.5% | $2,440-73.4% |
| Participant deferral / active EE | $1,587 | $2,680-40.8% | $3,899-59.3% | $3,607-56.0% |
| Admin fee / account holder | $1,062 | $3,395-68.7% | $4,912-78.4% | $5,124-79.3% |