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 | $54,090 | $71,050-23.9% | $93,606-42.2% | $80,856-33.1% |
| Participation rate | 32.1% | 60.4%-28.3pp | 68.7%-36.6pp | 67.6%-35.6pp |
| Annual return | 13.42% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $501 | $1,564-67.9% | $2,420-79.3% | $2,755-81.8% |
| Participant deferral / active EE | $1,675 | $4,034-58.5% | $4,411-62.0% | $4,296-61.0% |
| Admin fee / account holder | $706 | $6,945-89.8% | $8,285-91.5% | $6,918-89.8% |