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 | $36,376 | $67,411-46.0% | $91,001-60.0% | $70,131-48.1% |
| Participation rate | 58.1% | 71.4%-13.3pp | 75.6%-17.5pp | 69.5%-11.5pp |
| Annual return | 14.81% | -40.16%+55.0pp | 4.60%+10.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $415 | $1,786-76.8% | $2,456-83.1% | $2,342-82.3% |
| Participant deferral / active EE | $1,367 | $2,823-51.6% | $3,547-61.5% | $3,332-59.0% |
| Admin fee / account holder | $6,197 | $4,236+46.3% | $5,417+14.4% | $4,645+33.4% |