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 | $35,500 | $101,724-65.1% | $164,813-78.5% | $80,856-56.1% |
| Participation rate | 30.2% | 71.8%-41.6pp | 78.6%-48.4pp | 67.6%-37.4pp |
| Annual return | 15.42% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $946 | $2,953-68.0% | $4,341-78.2% | $2,755-65.7% |
| Participant deferral / active EE | $2,235 | $4,477-50.1% | $6,031-62.9% | $4,296-48.0% |
| Admin fee / account holder | $11,855 | $8,227+44.1% | $12,690-6.6% | $6,918+71.4% |