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 | $25,252 | $46,869-46.1% | $122,332-79.4% | $70,131-64.0% |
| Participation rate | 48.9% | 58.2%-9.3pp | 71.6%-22.7pp | 69.5%-20.6pp |
| Annual return | 17.87% | 24.22%-6.3pp | 30.27%-12.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $721 | $1,288-44.0% | $4,050-82.2% | $2,342-69.2% |
| Participant deferral / active EE | $1,156 | $2,166-46.6% | $3,287-64.8% | $3,332-65.3% |
| Admin fee / account holder | $315 | $3,322-90.5% | $5,478-94.2% | $4,645-93.2% |