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 | $53,708 | $96,956-44.6% | $70,014-23.3% | $273,961-80.4% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 4.59% | 12.93%-8.3pp | 12.99%-8.4pp | 41.45%-36.9pp |
| Employer contribution / active EE | $831 | $3,316-74.9% | $2,338-64.5% | $4,869-82.9% |
| Participant deferral / active EE | $1,263 | $3,744-66.3% | $2,931-56.9% | $5,287-76.1% |
| Admin fee / account holder | $5,268 | $7,934-33.6% | $4,380+20.3% | $10,132-48.0% |