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 | $53,585 | $71,050-24.6% | $93,606-42.8% | $80,856-33.7% |
| Participation rate | 42.5% | 60.4%-17.9pp | 68.7%-26.2pp | 67.6%-25.1pp |
| Annual return | 17.56% | 11.26%+6.3pp | 133.20%-115.6pp | 35.59%-18.0pp |
| Employer contribution / active EE | $549 | $1,564-64.9% | $2,420-77.3% | $2,755-80.1% |
| Participant deferral / active EE | $3,122 | $4,034-22.6% | $4,411-29.2% | $4,296-27.3% |
| Admin fee / account holder | $4,579 | $6,945-34.1% | $8,285-44.7% | $6,918-33.8% |