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 | $27,582 | $46,869-41.1% | $122,332-77.5% | $70,131-60.7% |
| Participation rate | 24.1% | 58.2%-34.1pp | 71.6%-47.5pp | 69.5%-45.4pp |
| Annual return | 23.60% | 24.22%-0.6pp | 30.27%-6.7pp | 73.14%-49.5pp |
| Employer contribution / active EE | $750 | $1,288-41.7% | $4,050-81.5% | $2,342-68.0% |
| Participant deferral / active EE | $2,024 | $2,166-6.6% | $3,287-38.4% | $3,332-39.2% |
| Admin fee / account holder | $520 | $3,322-84.3% | $5,478-90.5% | $4,645-88.8% |