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 | $51,509 | $57,541-10.5% | $95,745-46.2% | $75,163-31.5% |
| Participation rate | 68.0% | 62.5%+5.5pp | 72.3%-4.3pp | 67.2%+0.8pp |
| Annual return | 14.24% | 34.93%-20.7pp | 28.35%-14.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $429 | $1,808-76.3% | $2,835-84.9% | $2,670-83.9% |
| Participant deferral / active EE | $2,133 | $3,074-30.6% | $4,245-49.7% | $4,125-48.3% |
| Admin fee / account holder | $24,923 | $4,099+508.1% | $5,678+338.9% | $5,651+341.0% |