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 | $37,490 | $57,354-34.6% | $83,848-55.3% | $64,186-41.6% |
| Participation rate | 56.3% | 68.6%-12.4pp | 76.1%-19.9pp | 69.6%-13.3pp |
| Annual return | 6.64% | 11.38%-4.7pp | 850.88%-844.2pp | 7.63%-1.0pp |
| Employer contribution / active EE | $3,009 | $2,545+18.2% | $3,631-17.1% | $2,381+26.4% |
| Participant deferral / active EE | $4,975 | $2,993+66.2% | $4,082+21.9% | $3,470+43.4% |
| Admin fee / account holder | $3,282 | $4,046-18.9% | $5,478-40.1% | $4,888-32.9% |