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 | $31,840 | $62,586-49.1% | $76,768-58.5% | $64,186-50.4% |
| Participation rate | 59.3% | 72.8%-13.6pp | 77.0%-17.7pp | 69.6%-10.3pp |
| Annual return | 17.94% | -1.95%+19.9pp | 2.43%+15.5pp | 7.63%+10.3pp |
| Employer contribution / active EE | $1,401 | $1,832-23.6% | $2,485-43.6% | $2,381-41.2% |
| Participant deferral / active EE | $4,420 | $3,145+40.6% | $3,852+14.8% | $3,470+27.4% |
| Admin fee / account holder | $1,203 | $4,667-74.2% | $6,675-82.0% | $4,888-75.4% |