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 | $51,015 | $65,041-21.6% | $90,951-43.9% | $79,858-36.1% |
| Participation rate | 37.8% | 61.6%-23.8pp | 69.0%-31.2pp | 69.6%-31.9pp |
| Annual return | 14.43% | 30.45%-16.0pp | 134.60%-120.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,759 | $2,512-30.0% | $3,373-47.8% | $3,740-53.0% |
| Admin fee / account holder | $528 | $4,536-88.4% | $5,959-91.1% | $5,306-90.1% |