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 | $51,704 | $69,977-26.1% | $108,579-52.4% | $62,891-17.8% |
| Participation rate | 60.0% | 72.9%-12.9pp | 79.6%-19.6pp | 69.3%-9.3pp |
| Annual return | 6.32% | 10.73%-4.4pp | -51.70%+58.0pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,009 | $2,135-52.7% | $3,758-73.1% | $2,281-55.7% |
| Participant deferral / active EE | $1,807 | $3,165-42.9% | $4,311-58.1% | $3,203-43.6% |
| Admin fee / account holder | $5,323 | $5,076+4.8% | $7,645-30.4% | $4,296+23.9% |