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 | $49,553 | $72,492-31.6% | $87,100-43.1% | $72,985-32.1% |
| Participation rate | 53.6% | 72.8%-19.2pp | 76.9%-23.2pp | 69.5%-15.9pp |
| Annual return | 18.52% | 24.46%-5.9pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,014 | $1,894-46.5% | $2,521-59.8% | $2,440-58.5% |
| Participant deferral / active EE | $1,574 | $3,270-51.9% | $4,049-61.1% | $3,607-56.4% |
| Admin fee / account holder | $8,021 | $5,055+58.7% | $7,497+7.0% | $5,124+56.5% |