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 | $50,069 | $84,233-40.6% | $170,442-70.6% | $70,131-28.6% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 15.25% | 23.06%-7.8pp | 205.93%-190.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $530 | $3,387-84.4% | $5,433-90.3% | $2,342-77.4% |
| Participant deferral / active EE | $4,672 | $3,086+51.4% | $4,939-5.4% | $3,332+40.2% |
| Admin fee / account holder | $11,132 | $5,698+95.4% | $13,880-19.8% | $4,645+139.6% |