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 | $20,900 | $51,708-59.6% | $106,619-80.4% | $62,891-66.8% |
| Participation rate | 48.6% | 66.9%-18.2pp | 78.0%-29.3pp | 69.3%-20.7pp |
| Annual return | 8.02% | 4.69%+3.3pp | 9.42%-1.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $614 | $1,764-65.2% | $3,947-84.4% | $2,281-73.1% |
| Participant deferral / active EE | $1,408 | $2,315-39.2% | $3,930-64.2% | $3,203-56.0% |
| Admin fee / account holder | $2,604 | $3,349-22.2% | $6,418-59.4% | $4,296-39.4% |