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 | $33,151 | $58,512-43.3% | $84,015-60.5% | $72,985-54.6% |
| Participation rate | 36.4% | 61.2%-24.9pp | 69.0%-32.6pp | 69.5%-33.1pp |
| Annual return | 17.17% | 28.93%-11.8pp | 71.31%-54.1pp | 81.00%-63.8pp |
| Employer contribution / active EE | $790 | $1,163-32.1% | $1,983-60.2% | $2,440-67.6% |
| Participant deferral / active EE | $1,632 | $2,394-31.8% | $3,239-49.6% | $3,607-54.8% |
| Admin fee / account holder | $994 | $4,569-78.2% | $6,101-83.7% | $5,124-80.6% |