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 | $37,218 | $81,474-54.3% | $133,956-72.2% | $73,488-49.4% |
| Participation rate | 64.4% | 76.4%-11.9pp | 79.8%-15.4pp | 70.7%-6.3pp |
| Annual return | 16.11% | 19.40%-3.3pp | 45.09%-29.0pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,340 | $2,209-39.4% | $3,919-65.8% | $2,270-41.0% |
| Participant deferral / active EE | $2,039 | $3,786-46.2% | $5,048-59.6% | $3,740-45.5% |
| Admin fee / account holder | $1,145 | $713+60.5% | $8,927-87.2% | $513+123.1% |