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 | $33,713 | $95,416-64.7% | $185,823-81.9% | $85,850-60.7% |
| Participation rate | 35.7% | 68.8%-33.0pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 14.16% | 23.59%-9.4pp | 122.05%-107.9pp | 318.53%-304.4pp |
| Employer contribution / active EE | $825 | $3,314-75.1% | $5,167-84.0% | $2,565-67.8% |
| Participant deferral / active EE | $1,179 | $3,423-65.6% | $5,568-78.8% | $3,952-70.2% |
| Admin fee / account holder | $880 | $7,213-87.8% | $16,237-94.6% | $6,260-85.9% |