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 | $30,378 | $108,172-71.9% | $77,482-60.8% | $158,922-80.9% |
| Participation rate | 22.2% | 64.4%-42.2pp | 54.2%-32.0pp | 82.0%-59.7pp |
| Annual return | 6.38% | 31.67%-25.3pp | 54.79%-48.4pp | 302.83%-296.4pp |
| Employer contribution / active EE | $428 | $1,325-67.7% | $986-56.6% | $4,761-91.0% |
| Participant deferral / active EE | $2,105 | $2,456-14.3% | $1,861+13.1% | $5,982-64.8% |
| Admin fee / account holder | $6,263 | $3,708+68.9% | $2,858+119.2% | $11,246-44.3% |