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 | $50,336 | $58,828-14.4% | $77,999-35.5% | $62,891-20.0% |
| Participation rate | 50.9% | 71.1%-20.2pp | 75.5%-24.6pp | 69.3%-18.4pp |
| Annual return | 7.39% | 17.16%-9.8pp | 425.96%-418.6pp | 20.14%-12.8pp |
| Employer contribution / active EE | $981 | $1,672-41.3% | $2,470-60.3% | $2,281-57.0% |
| Participant deferral / active EE | $1,607 | $2,686-40.2% | $3,497-54.0% | $3,203-49.8% |
| Admin fee / account holder | $2,312 | $4,393-47.4% | $5,480-57.8% | $4,296-46.2% |