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 | $51,465 | $76,050-32.3% | $96,544-46.7% | $71,457-28.0% |
| Participation rate | 51.8% | 74.4%-22.6pp | 76.0%-24.2pp | 67.9%-16.1pp |
| Annual return | 18.57% | 22.81%-4.2pp | 25.84%-7.3pp | 28.85%-10.3pp |
| Employer contribution / active EE | $999 | $2,244-55.5% | $2,965-66.3% | $2,588-61.4% |
| Participant deferral / active EE | $2,947 | $4,215-30.1% | $4,851-39.2% | $4,289-31.3% |
| Admin fee / account holder | $6,319 | $2,707+133.4% | $8,252-23.4% | $1,587+298.1% |