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 | $61,448 | $71,050-13.5% | $93,606-34.4% | $80,856-24.0% |
| Participation rate | 37.0% | 60.4%-23.4pp | 68.7%-31.7pp | 67.6%-30.6pp |
| Annual return | 10.31% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $716 | $1,564-54.2% | $2,420-70.4% | $2,755-74.0% |
| Participant deferral / active EE | $1,538 | $4,034-61.9% | $4,411-65.1% | $4,296-64.2% |
| Admin fee / account holder | $12,752 | $6,945+83.6% | $8,285+53.9% | $6,918+84.3% |