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 | $44,826 | $62,573-28.4% | $85,682-47.7% | $85,850-47.8% |
| Participation rate | 33.3% | 61.1%-27.8pp | 69.9%-36.5pp | 69.3%-36.0pp |
| Annual return | 16.34% | 23.77%-7.4pp | 21.49%-5.1pp | 318.53%-302.2pp |
| Employer contribution / active EE | $948 | $1,757-46.0% | $2,618-63.8% | $2,565-63.0% |
| Participant deferral / active EE | $1,934 | $2,802-31.0% | $3,923-50.7% | $3,952-51.1% |
| Admin fee / account holder | $1,105 | $4,640-76.2% | $6,873-83.9% | $6,260-82.3% |