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 | $38,108 | $86,922-56.2% | $102,438-62.8% | $80,874-52.9% |
| Participation rate | 51.1% | 72.4%-21.2pp | 76.5%-25.4pp | 67.6%-16.5pp |
| Annual return | 10.99% | 18.90%-7.9pp | 29.37%-18.4pp | 35.62%-24.6pp |
| Employer contribution / active EE | $725 | $2,369-69.4% | $3,024-76.0% | $2,756-73.7% |
| Participant deferral / active EE | $1,960 | $4,119-52.4% | $5,054-61.2% | $4,297-54.4% |
| Admin fee / account holder | $3,240 | $8,050-59.7% | $9,448-65.7% | $6,935-53.3% |