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 | $34,187 | $66,098-48.3% | $101,794-66.4% | $74,304-54.0% |
| Participation rate | 26.1% | 53.8%-27.6pp | 69.2%-43.1pp | 60.3%-34.2pp |
| Annual return | 20.95% | 19.59%+1.4pp | 30.53%-9.6pp | 29.43%-8.5pp |
| Employer contribution / active EE | $704 | $1,082-34.9% | $2,289-69.2% | $2,241-68.6% |
| Participant deferral / active EE | $1,275 | $2,781-54.2% | $4,084-68.8% | $3,767-66.2% |
| Admin fee / account holder | $2,152 | $4,146-48.1% | $8,777-75.5% | $2,969-27.5% |