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 | $27,873 | $46,869-40.5% | $122,332-77.2% | $70,131-60.3% |
| Participation rate | 52.6% | 58.2%-5.6pp | 71.6%-19.0pp | 69.5%-16.9pp |
| Annual return | 16.95% | 24.22%-7.3pp | 30.27%-13.3pp | 73.14%-56.2pp |
| Employer contribution / active EE | $314 | $1,288-75.6% | $4,050-92.2% | $2,342-86.6% |
| Participant deferral / active EE | $1,211 | $2,166-44.1% | $3,287-63.1% | $3,332-63.6% |
| Admin fee / account holder | $6,053 | $3,322+82.2% | $5,478+10.5% | $4,645+30.3% |