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 | $27,323 | $48,076-43.2% | $78,689-65.3% | $62,891-56.6% |
| Participation rate | 40.0% | 65.2%-25.2pp | 73.6%-33.6pp | 69.3%-29.3pp |
| Annual return | 59.94% | 31.35%+28.6pp | 62.18%-2.2pp | 20.14%+39.8pp |
| Employer contribution / active EE | $911 | $2,015-54.8% | $2,851-68.0% | $2,281-60.0% |
| Participant deferral / active EE | $1,338 | $2,588-48.3% | $3,517-61.9% | $3,203-58.2% |
| Admin fee / account holder | $2,483 | $3,207-22.6% | $4,510-44.9% | $4,296-42.2% |