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 | $52,726 | $49,025+7.5% | $87,507-39.7% | $62,891-16.2% |
| Participation rate | 53.3% | 64.9%-11.5pp | 73.8%-20.5pp | 69.3%-16.0pp |
| Annual return | 7.30% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $362 | $1,372-73.6% | $2,550-85.8% | $2,281-84.1% |
| Participant deferral / active EE | $983 | $2,289-57.1% | $3,149-68.8% | $3,203-69.3% |
| Admin fee / account holder | $1,127 | $4,065-72.3% | $4,221-73.3% | $4,296-73.8% |