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 | $60,283 | $108,172-44.3% | $77,482-22.2% | $158,922-62.1% |
| Participation rate | 26.1% | 64.4%-38.3pp | 54.2%-28.1pp | 82.0%-55.9pp |
| Annual return | 3.51% | 31.67%-28.2pp | 54.79%-51.3pp | 302.83%-299.3pp |
| Employer contribution / active EE | $478 | $1,325-63.9% | $986-51.5% | $4,761-90.0% |
| Participant deferral / active EE | $1,056 | $2,456-57.0% | $1,861-43.3% | $5,982-82.3% |
| Admin fee / account holder | $2,903 | $3,708-21.7% | $2,858+1.6% | $11,246-74.2% |