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 | $25,024 | $50,958-50.9% | $74,550-66.4% | $64,186-61.0% |
| Participation rate | 52.8% | 61.1%-8.2pp | 69.1%-16.3pp | 69.6%-16.8pp |
| Annual return | 4.72% | -1.86%+6.6pp | 32.53%-27.8pp | 7.63%-2.9pp |
| Employer contribution / active EE | $269 | $1,115-75.8% | $1,961-86.3% | $2,381-88.7% |
| Participant deferral / active EE | $1,762 | $2,301-23.4% | $3,108-43.3% | $3,470-49.2% |
| Admin fee / account holder | $1,606 | $4,223-62.0% | $5,060-68.3% | $4,888-67.1% |