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 | $29,214 | $72,492-59.7% | $87,100-66.5% | $72,985-60.0% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 19.95% | 24.46%-4.5pp | 28.19%-8.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $919 | $1,894-51.5% | $2,521-63.5% | $2,440-62.3% |
| Participant deferral / active EE | $1,772 | $3,270-45.8% | $4,049-56.2% | $3,607-50.9% |
| Admin fee / account holder | $569 | $5,055-88.7% | $7,497-92.4% | $5,124-88.9% |