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 | $56,955 | $85,022-33.0% | $70,515-19.2% | $139,434-59.2% |
| Participation rate | 47.1% | 73.9%-26.9pp | 68.3%-21.3pp | 80.3%-33.3pp |
| Annual return | 15.04% | 30.38%-15.3pp | 32.77%-17.7pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,058 | $3,909-72.9% | $2,973-64.4% | $4,751-77.7% |
| Participant deferral / active EE | $2,225 | $5,890-62.2% | $4,567-51.3% | $6,710-66.8% |
| Admin fee / account holder | $22,362 | $8,906+151.1% | $6,412+248.8% | $11,403+96.1% |