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 | $48,661 | $35,183+38.3% | $73,545-33.8% | $70,131-30.6% |
| Participation rate | 28.2% | 42.9%-14.8pp | 54.9%-26.8pp | 69.5%-41.4pp |
| Annual return | 18.44% | 26.90%-8.5pp | -15.16%+33.6pp | 73.14%-54.7pp |
| Employer contribution / active EE | $233 | $709-67.1% | $1,219-80.9% | $2,342-90.0% |
| Participant deferral / active EE | $1,340 | $1,220+9.9% | $1,806-25.8% | $3,332-59.8% |
| Admin fee / account holder | $3,022 | $2,302+31.3% | $2,320+30.3% | $4,645-35.0% |