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 | $31,429 | $53,018-40.7% | $70,014-55.1% | $62,891-50.0% |
| Participation rate | 48.6% | 67.2%-18.6pp | 71.8%-23.2pp | 69.3%-20.7pp |
| Annual return | 5.63% | 13.35%-7.7pp | 12.99%-7.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $638 | $1,799-64.6% | $2,338-72.7% | $2,281-72.0% |
| Participant deferral / active EE | $1,959 | $2,395-18.2% | $2,931-33.1% | $3,203-38.8% |
| Admin fee / account holder | $5,713 | $3,690+54.8% | $4,380+30.4% | $4,296+33.0% |