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 | $57,765 | $110,261-47.6% | $95,745-39.7% | $139,434-58.6% |
| Participation rate | 55.0% | 75.8%-20.8pp | 72.3%-17.3pp | 80.3%-25.3pp |
| Annual return | 12.03% | 27.11%-15.1pp | 28.35%-16.3pp | 372.94%-360.9pp |
| Employer contribution / active EE | $483 | $3,257-85.2% | $2,835-83.0% | $4,751-89.8% |
| Participant deferral / active EE | $963 | $4,676-79.4% | $4,245-77.3% | $6,710-85.7% |
| Admin fee / account holder | $1,631 | $6,613-75.3% | $5,678-71.3% | $11,403-85.7% |