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 | $20,925 | $58,851-64.4% | $115,157-81.8% | $72,985-71.3% |
| Participation rate | 49.1% | 65.5%-16.5pp | 75.9%-26.8pp | 69.5%-20.4pp |
| Annual return | 36.37% | 23.16%+13.2pp | 35.60%+0.8pp | 81.00%-44.6pp |
| Employer contribution / active EE | $730 | $1,798-59.4% | $3,179-77.0% | $2,440-70.1% |
| Participant deferral / active EE | $1,168 | $2,643-55.8% | $4,168-72.0% | $3,607-67.6% |
| Admin fee / account holder | $764 | $6,370-88.0% | $7,088-89.2% | $5,124-85.1% |