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 | $36,278 | $48,335-24.9% | $121,098-70.0% | $71,457-49.2% |
| Participation rate | 32.9% | 54.3%-21.4pp | 69.5%-36.6pp | 67.9%-35.0pp |
| Annual return | 17.04% | 23.32%-6.3pp | 985.75%-968.7pp | 28.85%-11.8pp |
| Employer contribution / active EE | $923 | $1,489-38.0% | $4,164-77.8% | $2,588-64.3% |
| Participant deferral / active EE | $2,086 | $2,754-24.2% | $4,080-48.9% | $4,289-51.4% |
| Admin fee / account holder | $2,238 | $1,841+21.6% | $5,644-60.4% | $1,587+41.0% |