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 | $42,950 | $78,422-45.2% | $95,952-55.2% | $79,858-46.2% |
| Participation rate | 65.4% | 73.5%-8.1pp | 77.1%-11.7pp | 69.6%-4.2pp |
| Annual return | 10.20% | 19.37%-9.2pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $553 | $1,945-71.6% | $2,541-78.2% | $2,471-77.6% |
| Participant deferral / active EE | $1,664 | $3,440-51.6% | $4,167-60.1% | $3,740-55.5% |
| Admin fee / account holder | $4,661 | $5,622-17.1% | $6,795-31.4% | $5,306-12.2% |