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 | $36,533 | $34,308+6.5% | $74,701-51.1% | $72,985-49.9% |
| Participation rate | 27.0% | 42.4%-15.4pp | 54.5%-27.4pp | 69.5%-42.5pp |
| Annual return | 22.39% | 26.58%-4.2pp | 752.92%-730.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $601 | $692-13.1% | $1,084-44.6% | $2,440-75.4% |
| Participant deferral / active EE | $994 | $1,271-21.8% | $1,964-49.4% | $3,607-72.5% |
| Admin fee / account holder | $416 | $2,124-80.4% | $3,333-87.5% | $5,124-91.9% |