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 | $29,567 | $61,272-51.7% | $149,673-80.2% | $71,457-58.6% |
| Participation rate | 55.0% | 62.5%-7.5pp | 78.8%-23.8pp | 67.9%-13.0pp |
| Annual return | 18.48% | 35.85%-17.4pp | 134.42%-115.9pp | 28.85%-10.4pp |
| Employer contribution / active EE | $555 | $2,378-76.7% | $4,818-88.5% | $2,588-78.5% |
| Participant deferral / active EE | $1,671 | $2,917-42.7% | $5,680-70.6% | $4,289-61.0% |
| Admin fee / account holder | $1,301 | $1,261+3.2% | $13,210-90.1% | $1,587-18.0% |