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 | $48,701 | $65,041-25.1% | $90,951-46.5% | $79,858-39.0% |
| Participation rate | 20.0% | 61.6%-41.6pp | 69.0%-49.0pp | 69.6%-49.6pp |
| Annual return | 17.95% | 30.45%-12.5pp | 134.60%-116.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $605 | $1,247-51.5% | $2,122-71.5% | $2,471-75.5% |
| Participant deferral / active EE | $1,561 | $2,512-37.8% | $3,373-53.7% | $3,740-58.3% |
| Admin fee / account holder | $362 | $4,536-92.0% | $5,959-93.9% | $5,306-93.2% |