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 | $27,913 | $90,503-69.2% | $78,689-64.5% | $273,961-89.8% |
| Participation rate | 22.7% | 76.5%-53.8pp | 73.6%-50.8pp | 83.0%-60.3pp |
| Annual return | 6.32% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $595 | $3,176-81.3% | $2,851-79.1% | $4,869-87.8% |
| Participant deferral / active EE | $1,409 | $3,901-63.9% | $3,517-59.9% | $5,287-73.4% |
| Admin fee / account holder | $10,292 | $5,263+95.5% | $4,510+128.2% | $10,132+1.6% |