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 | $27,290 | $58,523-53.4% | $99,443-72.6% | $72,985-62.6% |
| Participation rate | 34.5% | 64.6%-30.1pp | 73.8%-39.4pp | 69.5%-35.0pp |
| Annual return | 30.43% | 28.51%+1.9pp | 30.72%-0.3pp | 81.00%-50.6pp |
| Employer contribution / active EE | $629 | $1,512-58.4% | $2,540-75.2% | $2,440-74.2% |
| Participant deferral / active EE | $1,035 | $2,606-60.3% | $3,619-71.4% | $3,607-71.3% |
| Admin fee / account holder | $1,291 | $4,102-68.5% | $6,250-79.4% | $5,124-74.8% |