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 | $56,991 | $65,041-12.4% | $90,951-37.3% | $79,858-28.6% |
| Participation rate | 65.8% | 61.6%+4.2pp | 69.0%-3.2pp | 69.6%-3.8pp |
| Annual return | 15.38% | 30.45%-15.1pp | 134.60%-119.2pp | 31.71%-16.3pp |
| Employer contribution / active EE | $417 | $1,247-66.5% | $2,122-80.3% | $2,471-83.1% |
| Participant deferral / active EE | $4,534 | $2,512+80.5% | $3,373+34.4% | $3,740+21.2% |
| Admin fee / account holder | $1,593 | $4,536-64.9% | $5,959-73.3% | $5,306-70.0% |