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 | $28,148 | $64,348-56.3% | $90,160-68.8% | $70,131-59.9% |
| Participation rate | 48.7% | 70.4%-21.8pp | 76.9%-28.2pp | 69.5%-20.9pp |
| Annual return | 20.77% | 28.13%-7.4pp | 34.88%-14.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $282 | $2,046-86.2% | $3,318-91.5% | $2,342-88.0% |
| Participant deferral / active EE | $6,018 | $4,389+37.1% | $5,288+13.8% | $3,332+80.6% |
| Admin fee / account holder | $3,134 | $3,944-20.5% | $5,943-47.3% | $4,645-32.5% |