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 | $50,772 | $63,346-19.8% | $92,233-45.0% | $70,131-27.6% |
| Participation rate | 60.2% | 68.7%-8.4pp | 76.5%-16.3pp | 69.5%-9.3pp |
| Annual return | 16.36% | 530.12%-513.8pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $510 | $2,471-79.3% | $3,679-86.1% | $2,342-78.2% |
| Participant deferral / active EE | $1,619 | $2,854-43.3% | $3,897-58.5% | $3,332-51.4% |
| Admin fee / account holder | $3,931 | $3,840+2.4% | $5,194-24.3% | $4,645-15.4% |