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 | $18,919 | $37,426-49.4% | $77,482-75.6% | $79,858-76.3% |
| Participation rate | 49.0% | 41.5%+7.5pp | 54.2%-5.2pp | 69.6%-20.6pp |
| Annual return | 13.77% | 39.70%-25.9pp | 54.79%-41.0pp | 31.71%-17.9pp |
| Employer contribution / active EE | $933 | $637+46.6% | $986-5.4% | $2,471-62.2% |
| Participant deferral / active EE | $1,358 | $1,260+7.8% | $1,861-27.0% | $3,740-63.7% |
| Admin fee / account holder | $2,885 | $2,504+15.2% | $2,858+1.0% | $5,306-45.6% |