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 | $47,615 | $78,422-39.3% | $95,952-50.4% | $79,858-40.4% |
| Participation rate | 64.8% | 73.5%-8.7pp | 77.1%-12.3pp | 69.6%-4.8pp |
| Annual return | 19.19% | 19.37%-0.2pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $674 | $1,945-65.4% | $2,541-73.5% | $2,471-72.7% |
| Participant deferral / active EE | $2,100 | $3,440-39.0% | $4,167-49.6% | $3,740-43.9% |
| Admin fee / account holder | $8,187 | $5,622+45.6% | $6,795+20.5% | $5,306+54.3% |