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 | $38,695 | $51,708-25.2% | $106,619-63.7% | $62,891-38.5% |
| Participation rate | 44.3% | 66.9%-22.6pp | 78.0%-33.7pp | 69.3%-25.0pp |
| Annual return | 8.03% | 4.69%+3.3pp | 9.42%-1.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,201 | $1,764-31.9% | $3,947-69.6% | $2,281-47.3% |
| Participant deferral / active EE | $2,120 | $2,315-8.4% | $3,930-46.1% | $3,203-33.8% |
| Admin fee / account holder | $1,817 | $3,349-45.7% | $6,418-71.7% | $4,296-57.7% |