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 | $58,502 | $58,828-0.6% | $77,999-25.0% | $62,891-7.0% |
| Participation rate | 48.6% | 71.1%-22.5pp | 75.5%-27.0pp | 69.3%-20.7pp |
| Annual return | 10.58% | 17.16%-6.6pp | 425.96%-415.4pp | 20.14%-9.6pp |
| Employer contribution / active EE | $387 | $1,672-76.9% | $2,470-84.3% | $2,281-83.0% |
| Participant deferral / active EE | $1,836 | $2,686-31.6% | $3,497-47.5% | $3,203-42.7% |
| Admin fee / account holder | $403 | $4,393-90.8% | $5,480-92.6% | $4,296-90.6% |