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 | $29,197 | $60,022-51.4% | $88,946-67.2% | $84,808-65.6% |
| Participation rate | 24.2% | 57.8%-33.6pp | 68.8%-44.7pp | 68.3%-44.1pp |
| Annual return | 15.87% | 22.43%-6.6pp | 57.82%-42.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $790 | $1,703-53.6% | $2,555-69.1% | $2,631-70.0% |
| Participant deferral / active EE | $1,436 | $3,114-53.9% | $4,581-68.7% | $4,212-65.9% |
| Admin fee / account holder | $11,166 | $4,811+132.1% | $8,261+35.2% | $7,344+52.0% |