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 | $29,059 | $34,308-15.3% | $74,701-61.1% | $72,985-60.2% |
| Participation rate | 53.1% | 42.4%+10.7pp | 54.5%-1.4pp | 69.5%-16.4pp |
| Annual return | 19.52% | 26.58%-7.1pp | 752.92%-733.4pp | 81.00%-61.5pp |
| Employer contribution / active EE | $695 | $692+0.5% | $1,084-35.8% | $2,440-71.5% |
| Participant deferral / active EE | $1,112 | $1,271-12.6% | $1,964-43.4% | $3,607-69.2% |
| Admin fee / account holder | $1,321 | $2,124-37.8% | $3,333-60.4% | $5,124-74.2% |