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 | $68,953 | $60,349+14.3% | $74,183-7.1% | $62,891+9.6% |
| Participation rate | 34.8% | 72.7%-37.9pp | 76.6%-41.8pp | 69.3%-34.5pp |
| Annual return | 9.17% | 21.37%-12.2pp | 17.74%-8.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $502 | $1,680-70.1% | $2,370-78.8% | $2,281-78.0% |
| Participant deferral / active EE | $2,082 | $2,856-27.1% | $3,550-41.3% | $3,203-35.0% |
| Admin fee / account holder | $565 | $4,261-86.7% | $5,586-89.9% | $4,296-86.8% |