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 | $58,253 | $72,492-19.6% | $87,100-33.1% | $72,985-20.2% |
| Participation rate | 46.4% | 72.8%-26.4pp | 76.9%-30.4pp | 69.5%-23.1pp |
| Annual return | 16.11% | 24.46%-8.3pp | 28.19%-12.1pp | 81.00%-64.9pp |
| Employer contribution / active EE | $996 | $1,894-47.4% | $2,521-60.5% | $2,440-59.2% |
| Participant deferral / active EE | $4,806 | $3,270+47.0% | $4,049+18.7% | $3,607+33.2% |
| Admin fee / account holder | $16,880 | $5,055+233.9% | $7,497+125.2% | $5,124+229.4% |