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 | $20,497 | $39,019-47.5% | $80,716-74.6% | $85,850-76.1% |
| Participation rate | 32.6% | 41.5%-8.9pp | 54.2%-21.6pp | 69.3%-36.7pp |
| Annual return | 11.74% | 26.27%-14.5pp | 87.28%-75.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $769 | $722+6.5% | $1,160-33.7% | $2,565-70.0% |
| Participant deferral / active EE | $1,443 | $1,326+8.8% | $2,146-32.8% | $3,952-63.5% |
| Admin fee / account holder | $1,792 | $2,431-26.3% | $3,380-47.0% | $6,260-71.4% |