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 | $30,311 | $65,041-53.4% | $90,951-66.7% | $79,858-62.0% |
| Participation rate | 63.9% | 61.6%+2.3pp | 69.0%-5.1pp | 69.6%-5.7pp |
| Annual return | 12.42% | 30.45%-18.0pp | 134.60%-122.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $483 | $1,247-61.3% | $2,122-77.2% | $2,471-80.5% |
| Participant deferral / active EE | $3,564 | $2,512+41.9% | $3,373+5.7% | $3,740-4.7% |
| Admin fee / account holder | $2,111 | $4,536-53.5% | $5,959-64.6% | $5,306-60.2% |