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 | $64,927 | $48,750+33.2% | $88,946-27.0% | $74,304-12.6% |
| Participation rate | 37.5% | 44.5%-7.0pp | 68.8%-31.3pp | 60.3%-22.8pp |
| Annual return | 16.69% | 25.91%-9.2pp | 57.82%-41.1pp | 29.43%-12.7pp |
| Employer contribution / active EE | $297 | $1,255-76.4% | $2,555-88.4% | $2,241-86.8% |
| Participant deferral / active EE | $845 | $2,423-65.1% | $4,581-81.6% | $3,767-77.6% |
| Admin fee / account holder | $830 | $3,756-77.9% | $8,261-90.0% | $2,969-72.0% |