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 | $59,050 | $46,553+26.8% | $64,056-7.8% | $75,163-21.4% |
| Participation rate | 43.1% | 65.9%-22.9pp | 72.3%-29.2pp | 67.2%-24.1pp |
| Annual return | 14.60% | 26.03%-11.4pp | 33.69%-19.1pp | 160.62%-146.0pp |
| Employer contribution / active EE | $617 | $1,974-68.7% | $2,747-77.5% | $2,670-76.9% |
| Participant deferral / active EE | $1,802 | $2,837-36.5% | $3,880-53.5% | $4,125-56.3% |
| Admin fee / account holder | $459 | $2,952-84.5% | $3,068-85.0% | $5,651-91.9% |