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 | $36,206 | $73,787-50.9% | $98,716-63.3% | $82,448-56.1% |
| Participation rate | 62.5% | 61.4%+1.1pp | 69.3%-6.8pp | 68.1%-5.6pp |
| Annual return | 16.73% | 18.57%-1.8pp | 31.81%-15.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $807 | $1,511-46.6% | $2,279-64.6% | $2,551-68.4% |
| Participant deferral / active EE | $4,211 | $3,081+36.7% | $4,048+4.0% | $4,139+1.7% |
| Admin fee / account holder | $5,055 | $6,500-22.2% | $8,703-41.9% | $7,234-30.1% |