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 | $40,551 | $76,367-46.9% | $93,606-56.7% | $72,985-44.4% |
| Participation rate | 50.9% | 71.7%-20.8pp | 75.8%-24.9pp | 69.5%-18.6pp |
| Annual return | 26.43% | 25.82%+0.6pp | 32.76%-6.3pp | 81.00%-54.6pp |
| Employer contribution / active EE | $475 | $2,275-79.1% | $2,718-82.5% | $2,440-80.5% |
| Participant deferral / active EE | $2,907 | $3,538-17.8% | $4,069-28.6% | $3,607-19.4% |
| Admin fee / account holder | $13,937 | $6,838+103.8% | $7,888+76.7% | $5,124+172.0% |