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 | $34,726 | $65,365-46.9% | $92,893-62.6% | $72,985-52.4% |
| Participation rate | 46.9% | 68.3%-21.4pp | 76.0%-29.1pp | 69.5%-22.5pp |
| Annual return | 18.06% | 42.10%-24.0pp | 109.41%-91.4pp | 81.00%-62.9pp |
| Employer contribution / active EE | $1,070 | $2,594-58.8% | $3,653-70.7% | $2,440-56.2% |
| Participant deferral / active EE | $1,480 | $3,128-52.7% | $4,236-65.1% | $3,607-59.0% |
| Admin fee / account holder | $466 | $4,251-89.0% | $5,794-92.0% | $5,124-90.9% |