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 | $32,127 | $56,054-42.7% | $171,082-81.2% | $62,891-48.9% |
| Participation rate | 66.7% | 62.9%+3.8pp | 76.7%-10.0pp | 69.3%-2.6pp |
| Annual return | 6.32% | 22.52%-16.2pp | 32.56%-26.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $759 | $1,731-56.1% | $4,002-81.0% | $2,281-66.7% |
| Participant deferral / active EE | $1,644 | $3,158-48.0% | $4,797-65.7% | $3,203-48.7% |
| Admin fee / account holder | $731 | $3,647-79.9% | $8,520-91.4% | $4,296-83.0% |