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 | $34,743 | $53,053-34.5% | $126,539-72.5% | $74,304-53.2% |
| Participation rate | 23.5% | 48.0%-24.6pp | 69.8%-46.3pp | 60.3%-36.9pp |
| Annual return | 24.25% | 29.46%-5.2pp | 425.95%-401.7pp | 29.43%-5.2pp |
| Employer contribution / active EE | $416 | $1,168-64.4% | $3,674-88.7% | $2,241-81.4% |
| Participant deferral / active EE | $832 | $2,303-63.9% | $4,083-79.6% | $3,767-77.9% |
| Admin fee / account holder | $5,160 | $3,698+39.5% | $6,065-14.9% | $2,969+73.8% |