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 | $50,222 | $59,839-16.1% | $81,983-38.7% | $79,858-37.1% |
| Participation rate | 69.0% | 61.6%+7.3pp | 69.2%-0.3pp | 69.6%-0.7pp |
| Annual return | 12.70% | 17.56%-4.9pp | 41.31%-28.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $967 | $1,713-43.6% | $2,498-61.3% | $2,471-60.9% |
| Participant deferral / active EE | $4,373 | $2,695+62.3% | $3,722+17.5% | $3,740+16.9% |
| Admin fee / account holder | $7,286 | $4,287+70.0% | $5,664+28.7% | $5,306+37.3% |