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 | $48,890 | $46,869+4.3% | $122,332-60.0% | $70,131-30.3% |
| Participation rate | 12.5% | 58.2%-45.7pp | 71.6%-59.1pp | 69.5%-57.0pp |
| Annual return | 21.12% | 24.22%-3.1pp | 30.27%-9.2pp | 73.14%-52.0pp |
| Employer contribution / active EE | $285 | $1,288-77.9% | $4,050-93.0% | $2,342-87.8% |
| Participant deferral / active EE | $1,695 | $2,166-21.8% | $3,287-48.4% | $3,332-49.1% |
| Admin fee / account holder | $769 | $3,322-76.8% | $5,478-86.0% | $4,645-83.4% |