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 | $12,260 | $45,343-73.0% | $150,298-91.8% | $67,986-82.0% |
| Participation rate | 55.3% | 51.9%+3.5pp | 77.8%-22.4pp | 57.2%-1.9pp |
| Annual return | 14.37% | 33.28%-18.9pp | 62.79%-48.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $679 | $1,462-53.6% | $4,154-83.7% | $2,019-66.4% |
| Participant deferral / active EE | $1,272 | $2,055-38.1% | $5,453-76.7% | $3,358-62.1% |
| Admin fee / account holder | $611 | $2,250-72.9% | $14,116-95.7% | $3,203-80.9% |