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 | $14,024 | $46,553-69.9% | $64,056-78.1% | $75,163-81.3% |
| Participation rate | 52.1% | 65.9%-13.8pp | 72.3%-20.2pp | 67.2%-15.1pp |
| Annual return | 20.04% | 26.03%-6.0pp | 33.69%-13.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,097 | $1,974-44.4% | $2,747-60.1% | $2,670-58.9% |
| Participant deferral / active EE | $876 | $2,837-69.1% | $3,880-77.4% | $4,125-78.8% |
| Admin fee / account holder | $517 | $2,952-82.5% | $3,068-83.2% | $5,651-90.9% |