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 | $19,394 | $51,045-62.0% | $70,515-72.5% | $71,457-72.9% |
| Participation rate | 42.1% | 59.4%-17.3pp | 68.3%-26.2pp | 67.9%-25.8pp |
| Annual return | 15.56% | 42.63%-27.1pp | 32.77%-17.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $719 | $1,790-59.8% | $2,973-75.8% | $2,588-72.2% |
| Participant deferral / active EE | $1,233 | $3,026-59.3% | $4,567-73.0% | $4,289-71.2% |
| Admin fee / account holder | $1,876 | $1,994-5.9% | $6,412-70.7% | $1,587+18.2% |