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 | $28,639 | $37,426-23.5% | $77,482-63.0% | $79,858-64.1% |
| Participation rate | 30.8% | 41.5%-10.7pp | 54.2%-23.4pp | 69.6%-38.9pp |
| Annual return | 13.42% | 39.70%-26.3pp | 54.79%-41.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $516 | $637-19.0% | $986-47.7% | $2,471-79.1% |
| Participant deferral / active EE | $721 | $1,260-42.8% | $1,861-61.3% | $3,740-80.7% |
| Admin fee / account holder | $1,777 | $2,504-29.0% | $2,858-37.8% | $5,306-66.5% |