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 | $21,412 | $49,025-56.3% | $87,507-75.5% | $62,891-66.0% |
| Participation rate | 46.3% | 64.9%-18.6pp | 73.8%-27.5pp | 69.3%-23.0pp |
| Annual return | 17.67% | 10.02%+7.7pp | 12.21%+5.5pp | 20.14%-2.5pp |
| Employer contribution / active EE | $590 | $1,372-57.0% | $2,550-76.8% | $2,281-74.1% |
| Participant deferral / active EE | $1,401 | $2,289-38.8% | $3,149-55.5% | $3,203-56.3% |
| Admin fee / account holder | $659 | $4,065-83.8% | $4,221-84.4% | $4,296-84.7% |