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 | $38,830 | $65,365-40.6% | $92,893-58.2% | $72,985-46.8% |
| Participation rate | 47.7% | 68.3%-20.6pp | 76.0%-28.3pp | 69.5%-21.8pp |
| Annual return | 25.37% | 42.10%-16.7pp | 109.41%-84.0pp | 81.00%-55.6pp |
| Employer contribution / active EE | $1,111 | $2,594-57.2% | $3,653-69.6% | $2,440-54.5% |
| Participant deferral / active EE | $1,440 | $3,128-54.0% | $4,236-66.0% | $3,607-60.1% |
| Admin fee / account holder | $1,294 | $4,251-69.6% | $5,794-77.7% | $5,124-74.8% |