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 | $28,423 | $55,932-49.2% | $76,735-63.0% | $67,986-58.2% |
| Participation rate | 22.3% | 50.8%-28.5pp | 69.5%-47.2pp | 57.2%-34.9pp |
| Annual return | 14.70% | 23.10%-8.4pp | 29.77%-15.1pp | 31.67%-17.0pp |
| Employer contribution / active EE | $724 | $1,487-51.3% | $2,454-70.5% | $2,019-64.1% |
| Participant deferral / active EE | $1,283 | $2,558-49.9% | $4,088-68.6% | $3,358-61.8% |
| Admin fee / account holder | $7,787 | $4,907+58.7% | $7,189+8.3% | $3,203+143.1% |