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 | $52,324 | $67,411-22.4% | $91,001-42.5% | $70,131-25.4% |
| Participation rate | 55.0% | 71.4%-16.4pp | 75.6%-20.6pp | 69.5%-14.5pp |
| Annual return | 13.67% | -40.16%+53.8pp | 4.60%+9.1pp | 73.14%-59.5pp |
| Employer contribution / active EE | $904 | $1,786-49.4% | $2,456-63.2% | $2,342-61.4% |
| Participant deferral / active EE | $1,669 | $2,823-40.9% | $3,547-52.9% | $3,332-49.9% |
| Admin fee / account holder | $494 | $4,236-88.3% | $5,417-90.9% | $4,645-89.4% |