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 | $27,910 | $55,453-49.7% | $170,442-83.6% | $62,292-55.2% |
| Participation rate | 62.4% | 66.4%-4.0pp | 83.6%-21.2pp | 69.5%-7.1pp |
| Annual return | 13.69% | 21.38%-7.7pp | 205.93%-192.2pp | 28.90%-15.2pp |
| Employer contribution / active EE | $1,073 | $2,164-50.4% | $5,433-80.2% | $2,042-47.4% |
| Participant deferral / active EE | $2,574 | $2,303+11.8% | $4,939-47.9% | $3,169-18.8% |
| Admin fee / account holder | $813 | $455+78.6% | $13,880-94.1% | $479+69.5% |