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 | $29,472 | $59,101-50.1% | $77,163-61.8% | $75,163-60.8% |
| Participation rate | 45.2% | 63.9%-18.6pp | 69.6%-24.3pp | 67.2%-22.0pp |
| Annual return | 19.25% | 26.71%-7.5pp | 37.87%-18.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $784 | $1,995-60.7% | $2,535-69.1% | $2,670-70.6% |
| Participant deferral / active EE | $1,894 | $2,999-36.8% | $3,833-50.6% | $4,125-54.1% |
| Admin fee / account holder | $3,256 | $4,774-31.8% | $5,472-40.5% | $5,651-42.4% |