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 | $19,217 | $65,365-70.6% | $92,893-79.3% | $72,985-73.7% |
| Participation rate | 53.7% | 68.3%-14.6pp | 76.0%-22.3pp | 69.5%-15.8pp |
| Annual return | 29.83% | 42.10%-12.3pp | 109.41%-79.6pp | 81.00%-51.2pp |
| Employer contribution / active EE | $854 | $2,594-67.1% | $3,653-76.6% | $2,440-65.0% |
| Participant deferral / active EE | $2,197 | $3,128-29.8% | $4,236-48.1% | $3,607-39.1% |
| Admin fee / account holder | $329 | $4,251-92.3% | $5,794-94.3% | $5,124-93.6% |