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 | $34,914 | $56,053-37.7% | $75,972-54.0% | $80,856-56.8% |
| Participation rate | 25.9% | 62.0%-36.2pp | 69.1%-43.2pp | 67.6%-41.8pp |
| Annual return | 11.77% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $658 | $1,874-64.9% | $2,685-75.5% | $2,755-76.1% |
| Participant deferral / active EE | $1,295 | $3,052-57.6% | $4,255-69.6% | $4,296-69.8% |
| Admin fee / account holder | $5,614 | $5,234+7.3% | $6,467-13.2% | $6,918-18.8% |