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 | $49,712 | $56,897-12.6% | $84,750-41.3% | $62,891-21.0% |
| Participation rate | 58.7% | 68.5%-9.9pp | 76.6%-17.9pp | 69.3%-10.6pp |
| Annual return | 9.25% | 6.30%+2.9pp | 22.78%-13.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,134 | $2,709+52.6% | $3,712+11.4% | $3,203+29.1% |
| Admin fee / account holder | $649 | $3,581-81.9% | $5,332-87.8% | $4,296-84.9% |