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 | $13,775 | $77,634-82.3% | $156,549-91.2% | $62,891-78.1% |
| Participation rate | 61.0% | 71.2%-10.2pp | 84.0%-23.0pp | 69.3%-8.3pp |
| Annual return | 25.21% | 50.32%-25.1pp | 32.23%-7.0pp | 20.14%+5.1pp |
| Employer contribution / active EE | $787 | $3,444-77.2% | $5,501-85.7% | $2,281-65.5% |
| Participant deferral / active EE | $1,254 | $3,045-58.8% | $4,871-74.3% | $3,203-60.8% |
| Admin fee / account holder | $4,927 | $5,561-11.4% | $13,027-62.2% | $4,296+14.7% |