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 | $53,422 | $48,076+11.1% | $78,689-32.1% | $62,891-15.1% |
| Participation rate | 45.0% | 65.2%-20.2pp | 73.6%-28.6pp | 69.3%-24.3pp |
| Annual return | 9.24% | 31.35%-22.1pp | 62.18%-52.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $231 | $2,015-88.6% | $2,851-91.9% | $2,281-89.9% |
| Participant deferral / active EE | $768 | $2,588-70.3% | $3,517-78.2% | $3,203-76.0% |
| Admin fee / account holder | $4,599 | $3,207+43.4% | $4,510+2.0% | $4,296+7.1% |