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 | $49,143 | $49,025+0.2% | $87,507-43.8% | $62,891-21.9% |
| Participation rate | 51.7% | 64.9%-13.2pp | 73.8%-22.1pp | 69.3%-17.6pp |
| Annual return | 9.09% | 10.02%-0.9pp | 12.21%-3.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $480 | $1,372-65.0% | $2,550-81.2% | $2,281-79.0% |
| Participant deferral / active EE | $1,603 | $2,289-30.0% | $3,149-49.1% | $3,203-49.9% |
| Admin fee / account holder | $359 | $4,065-91.2% | $4,221-91.5% | $4,296-91.6% |