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 | $26,768 | $56,053-52.2% | $75,972-64.8% | $80,856-66.9% |
| Participation rate | 57.6% | 62.0%-4.4pp | 69.1%-11.4pp | 67.6%-10.0pp |
| Annual return | 15.33% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $922 | $1,874-50.8% | $2,685-65.7% | $2,755-66.5% |
| Participant deferral / active EE | $1,554 | $3,052-49.1% | $4,255-63.5% | $4,296-63.8% |
| Admin fee / account holder | $1,252 | $5,234-76.1% | $6,467-80.6% | $6,918-81.9% |