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 | $22,891 | $43,423-47.3% | $78,689-70.9% | $55,167-58.5% |
| Participation rate | 55.7% | 68.0%-12.3pp | 73.6%-17.8pp | 69.0%-13.3pp |
| Annual return | 5.78% | 11.53%-5.7pp | 62.18%-56.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $499 | $1,997-75.0% | $2,851-82.5% | $1,963-74.6% |
| Participant deferral / active EE | $1,371 | $2,509-45.3% | $3,517-61.0% | $3,054-55.1% |
| Admin fee / account holder | $2,629 | $416+531.7% | $4,510-41.7% | $504+421.7% |