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 | $44,499 | $43,723+1.8% | $121,196-63.3% | $64,186-30.7% |
| Participation rate | 50.0% | 58.3%-8.3pp | 71.7%-21.7pp | 69.6%-19.6pp |
| Annual return | 7.82% | 68.91%-61.1pp | 16.93%-9.1pp | 7.63%+0.2pp |
| Employer contribution / active EE | $339 | $1,296-73.8% | $4,022-91.6% | $2,381-85.7% |
| Participant deferral / active EE | $1,918 | $2,280-15.9% | $3,344-42.7% | $3,470-44.7% |
| Admin fee / account holder | $4,547 | $3,501+29.9% | $5,019-9.4% | $4,888-7.0% |