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 | $39,396 | $71,050-44.6% | $93,606-57.9% | $80,856-51.3% |
| Participation rate | 47.9% | 60.4%-12.5pp | 68.7%-20.8pp | 67.6%-19.7pp |
| Annual return | 11.64% | 11.26%+0.4pp | 133.20%-121.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,457 | $1,564-6.8% | $2,420-39.8% | $2,755-47.1% |
| Participant deferral / active EE | $1,964 | $4,034-51.3% | $4,411-55.5% | $4,296-54.3% |
| Admin fee / account holder | $7,123 | $6,945+2.6% | $8,285-14.0% | $6,918+3.0% |