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 | $43,881 | $91,552-52.1% | $133,956-67.2% | $79,858-45.1% |
| Participation rate | 40.6% | 73.3%-32.8pp | 79.8%-39.3pp | 69.6%-29.1pp |
| Annual return | 11.64% | 61.85%-50.2pp | 45.09%-33.5pp | 31.71%-20.1pp |
| Employer contribution / active EE | $837 | $2,384-64.9% | $3,919-78.6% | $2,471-66.1% |
| Participant deferral / active EE | $2,536 | $3,733-32.1% | $5,048-49.8% | $3,740-32.2% |
| Admin fee / account holder | $12,087 | $6,321+91.2% | $8,927+35.4% | $5,306+127.8% |