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 | $39,088 | $58,512-33.2% | $84,015-53.5% | $72,985-46.4% |
| Participation rate | 60.6% | 61.2%-0.6pp | 69.0%-8.4pp | 69.5%-8.9pp |
| Annual return | 23.69% | 28.93%-5.2pp | 71.31%-47.6pp | 81.00%-57.3pp |
| Employer contribution / active EE | $736 | $1,163-36.7% | $1,983-62.9% | $2,440-69.8% |
| Participant deferral / active EE | $2,003 | $2,394-16.3% | $3,239-38.1% | $3,607-44.5% |
| Admin fee / account holder | $1,013 | $4,569-77.8% | $6,101-83.4% | $5,124-80.2% |