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 | $32,448 | $63,764-49.1% | $81,930-60.4% | $79,858-59.4% |
| Participation rate | 60.5% | 67.5%-7.0pp | 72.0%-11.5pp | 69.6%-9.1pp |
| Annual return | 11.34% | 22.66%-11.3pp | 29.49%-18.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $914 | $1,795-49.1% | $4,310-78.8% | $2,471-63.0% |
| Participant deferral / active EE | $1,566 | $2,780-43.7% | $7,107-78.0% | $3,740-58.1% |
| Admin fee / account holder | $11,147 | $4,426+151.8% | $5,158+116.1% | $5,306+110.1% |