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 | $32,083 | $54,762-41.4% | $90,281-64.5% | $72,985-56.0% |
| Participation rate | 29.6% | 65.1%-35.5pp | 73.3%-43.6pp | 69.5%-39.9pp |
| Annual return | 16.53% | 30.63%-14.1pp | 78.10%-61.6pp | 81.00%-64.5pp |
| Employer contribution / active EE | $258 | $2,092-87.6% | $2,854-90.9% | $2,440-89.4% |
| Participant deferral / active EE | $1,034 | $2,887-64.2% | $3,885-73.4% | $3,607-71.3% |
| Admin fee / account holder | $1,438 | $3,972-63.8% | $5,351-73.1% | $5,124-71.9% |