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 | $41,659 | $46,553-10.5% | $64,056-35.0% | $75,163-44.6% |
| Participation rate | 65.8% | 65.9%-0.2pp | 72.3%-6.5pp | 67.2%-1.4pp |
| Annual return | 36.43% | 26.03%+10.4pp | 33.69%+2.7pp | 160.62%-124.2pp |
| Employer contribution / active EE | $618 | $1,974-68.7% | $2,747-77.5% | $2,670-76.9% |
| Participant deferral / active EE | $1,244 | $2,837-56.1% | $3,880-67.9% | $4,125-69.8% |
| Admin fee / account holder | $7,757 | $2,952+162.8% | $3,068+152.8% | $5,651+37.3% |