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 | $25,248 | $51,466-50.9% | $78,778-68.0% | $62,292-59.5% |
| Participation rate | 33.0% | 59.8%-26.8pp | 69.2%-36.2pp | 69.5%-36.5pp |
| Annual return | 17.99% | 19.96%-2.0pp | 35.62%-17.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $266 | $827-67.8% | $1,986-86.6% | $2,042-87.0% |
| Participant deferral / active EE | $1,716 | $2,147-20.1% | $2,958-42.0% | $3,169-45.8% |
| Admin fee / account holder | $2,756 | $489+463.1% | $5,134-46.3% | $479+474.9% |