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 | $49,094 | $78,422-37.4% | $95,952-48.8% | $79,858-38.5% |
| Participation rate | 48.5% | 73.5%-25.0pp | 77.1%-28.6pp | 69.6%-21.1pp |
| Annual return | 27.98% | 19.37%+8.6pp | 91.61%-63.6pp | 31.71%-3.7pp |
| Employer contribution / active EE | $492 | $1,945-74.7% | $2,541-80.6% | $2,471-80.1% |
| Participant deferral / active EE | $2,626 | $3,440-23.6% | $4,167-37.0% | $3,740-29.8% |
| Admin fee / account holder | $1,692 | $5,622-69.9% | $6,795-75.1% | $5,306-68.1% |