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 | $56,596 | $107,015-47.1% | $73,545-23.0% | $147,584-61.7% |
| Participation rate | 60.0% | 66.4%-6.4pp | 54.9%+5.1pp | 82.8%-22.8pp |
| Annual return | 12.68% | 38.25%-25.6pp | -15.16%+27.8pp | 578.55%-565.9pp |
| Employer contribution / active EE | $993 | $1,760-43.6% | $1,219-18.5% | $4,876-79.6% |
| Participant deferral / active EE | $2,054 | $2,462-16.6% | $1,806+13.7% | $5,439-62.2% |
| Admin fee / account holder | $713 | $3,055-76.7% | $2,320-69.3% | $10,885-93.4% |