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 | $34,679 | $71,050-51.2% | $93,606-63.0% | $80,856-57.1% |
| Participation rate | 56.4% | 60.4%-4.0pp | 68.7%-12.3pp | 67.6%-11.3pp |
| Annual return | 14.23% | 11.26%+3.0pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $873 | $1,564-44.2% | $2,420-63.9% | $2,755-68.3% |
| Participant deferral / active EE | $2,544 | $4,034-36.9% | $4,411-42.3% | $4,296-40.8% |
| Admin fee / account holder | $1,959 | $6,945-71.8% | $8,285-76.4% | $6,918-71.7% |