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 | $46,931 | $58,512-19.8% | $84,015-44.1% | $72,985-35.7% |
| Participation rate | 45.7% | 61.2%-15.6pp | 69.0%-23.4pp | 69.5%-23.8pp |
| Annual return | 21.44% | 28.93%-7.5pp | 71.31%-49.9pp | 81.00%-59.6pp |
| Employer contribution / active EE | $277 | $1,163-76.2% | $1,983-86.0% | $2,440-88.6% |
| Participant deferral / active EE | $1,476 | $2,394-38.4% | $3,239-54.4% | $3,607-59.1% |
| Admin fee / account holder | $1,607 | $4,569-64.8% | $6,101-73.7% | $5,124-68.6% |