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 | $33,365 | $49,025-31.9% | $87,507-61.9% | $62,891-46.9% |
| Participation rate | 55.7% | 64.9%-9.1pp | 73.8%-18.1pp | 69.3%-13.6pp |
| Annual return | 7.10% | 10.02%-2.9pp | 12.21%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $568 | $1,372-58.6% | $2,550-77.7% | $2,281-75.1% |
| Participant deferral / active EE | $2,327 | $2,289+1.6% | $3,149-26.1% | $3,203-27.4% |
| Admin fee / account holder | $5,906 | $4,065+45.3% | $4,221+39.9% | $4,296+37.5% |