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 | $32,794 | $105,630-69.0% | $87,507-62.5% | $273,961-88.0% |
| Participation rate | 55.6% | 78.2%-22.6pp | 73.8%-18.3pp | 83.0%-27.5pp |
| Annual return | 33.60% | 12.25%+21.3pp | 12.21%+21.4pp | 41.45%-7.9pp |
| Employer contribution / active EE | $136 | $3,141-95.7% | $2,550-94.7% | $4,869-97.2% |
| Participant deferral / active EE | $1,365 | $3,601-62.1% | $3,149-56.7% | $5,287-74.2% |
| Admin fee / account holder | $411 | $4,781-91.4% | $4,221-90.3% | $10,132-95.9% |