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 | $23,295 | $127,100-81.7% | $105,738-78.0% | $135,375-82.8% |
| Participation rate | 47.1% | 82.7%-35.6pp | 76.3%-29.3pp | 82.6%-35.6pp |
| Annual return | 4.86% | 4.49%+0.4pp | 6.27%-1.4pp | 519.73%-514.9pp |
| Employer contribution / active EE | $1,742 | $4,107-57.6% | $3,268-46.7% | $4,779-63.5% |
| Participant deferral / active EE | $2,482 | $5,064-51.0% | $4,080-39.2% | $5,609-55.8% |
| Admin fee / account holder | $764 | $9,087-91.6% | $6,913-88.9% | $10,827-92.9% |