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 | $57,138 | $106,749-46.5% | $145,433-60.7% | $82,448-30.7% |
| Participation rate | 69.2% | 75.6%-6.4pp | 82.1%-12.9pp | 68.1%+1.2pp |
| Annual return | 15.63% | 27.59%-12.0pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,995 | $6,519-54.0% | $7,897-62.1% | $4,139-27.6% |
| Admin fee / account holder | $382 | $8,390-95.4% | $13,129-97.1% | $7,234-94.7% |