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 | $22,863 | $53,822-57.5% | $75,696-69.8% | $85,850-73.4% |
| Participation rate | 54.5% | 69.1%-14.5pp | 74.8%-20.3pp | 69.3%-14.8pp |
| Annual return | 31.21% | 24.54%+6.7pp | 104.53%-73.3pp | 318.53%-287.3pp |
| Employer contribution / active EE | $674 | $2,017-66.6% | $2,743-75.4% | $2,565-73.7% |
| Participant deferral / active EE | $945 | $2,895-67.3% | $3,821-75.3% | $3,952-76.1% |
| Admin fee / account holder | $3,005 | $3,343-10.1% | $3,619-17.0% | $6,260-52.0% |