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 | $15,836 | $39,122-59.5% | $57,179-72.3% | $62,891-74.8% |
| Participation rate | 32.3% | 70.5%-38.2pp | 75.3%-43.0pp | 69.3%-37.0pp |
| Annual return | 8.46% | 9.23%-0.8pp | 14.59%-6.1pp | 20.14%-11.7pp |
| Employer contribution / active EE | $383 | $1,874-79.6% | $2,682-85.7% | $2,281-83.2% |
| Participant deferral / active EE | $1,039 | $2,374-56.2% | $3,096-66.4% | $3,203-67.6% |
| Admin fee / account holder | $3,200 | $2,592+23.4% | $3,139+1.9% | $4,296-25.5% |