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 | $51,675 | $107,791-52.1% | $90,645-43.0% | $135,375-61.8% |
| Participation rate | 59.1% | 78.0%-18.9pp | 74.0%-14.9pp | 82.6%-23.5pp |
| Annual return | 6.46% | -0.90%+7.4pp | 1.88%+4.6pp | 519.73%-513.3pp |
| Employer contribution / active EE | $800 | $3,018-73.5% | $2,532-68.4% | $4,779-83.3% |
| Participant deferral / active EE | $2,007 | $3,872-48.2% | $3,425-41.4% | $5,609-64.2% |
| Admin fee / account holder | $10,150 | $5,930+71.2% | $4,994+103.3% | $10,827-6.3% |