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 | $26,590 | $59,839-55.6% | $81,983-67.6% | $79,858-66.7% |
| Participation rate | 31.4% | 61.6%-30.2pp | 69.2%-37.8pp | 69.6%-38.2pp |
| Annual return | 19.66% | 17.56%+2.1pp | 41.31%-21.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $568 | $1,713-66.9% | $2,498-77.3% | $2,471-77.0% |
| Participant deferral / active EE | $1,660 | $2,695-38.4% | $3,722-55.4% | $3,740-55.6% |
| Admin fee / account holder | $4,960 | $4,287+15.7% | $5,664-12.4% | $5,306-6.5% |