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 | $25,599 | $58,512-56.3% | $84,015-69.5% | $72,985-64.9% |
| Participation rate | 10.3% | 61.2%-50.9pp | 69.0%-58.7pp | 69.5%-59.1pp |
| Annual return | 21.23% | 28.93%-7.7pp | 71.31%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,054 | $1,163-9.4% | $1,983-46.9% | $2,440-56.8% |
| Participant deferral / active EE | $1,440 | $2,394-39.9% | $3,239-55.5% | $3,607-60.1% |
| Admin fee / account holder | $863 | $4,569-81.1% | $6,101-85.9% | $5,124-83.2% |