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 | $44,389 | $58,512-24.1% | $84,015-47.2% | $72,985-39.2% |
| Participation rate | 56.4% | 61.2%-4.8pp | 69.0%-12.6pp | 69.5%-13.1pp |
| Annual return | 18.96% | 28.93%-10.0pp | 71.31%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $286 | $1,163-75.4% | $1,983-85.6% | $2,440-88.3% |
| Participant deferral / active EE | $1,509 | $2,394-36.9% | $3,239-53.4% | $3,607-58.2% |
| Admin fee / account holder | $1,004 | $4,569-78.0% | $6,101-83.5% | $5,124-80.4% |