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 | $58,720 | $71,050-17.4% | $93,606-37.3% | $80,856-27.4% |
| Participation rate | 57.6% | 60.4%-2.8pp | 68.7%-11.1pp | 67.6%-10.1pp |
| Annual return | 11.38% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $823 | $1,564-47.4% | $2,420-66.0% | $2,755-70.1% |
| Participant deferral / active EE | $2,860 | $4,034-29.1% | $4,411-35.2% | $4,296-33.4% |
| Admin fee / account holder | $27,355 | $6,945+293.9% | $8,285+230.2% | $6,918+295.4% |