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 | $35,704 | $72,012-50.4% | $185,823-80.8% | $79,858-55.3% |
| Participation rate | 53.2% | 65.8%-12.5pp | 78.0%-24.8pp | 69.6%-16.4pp |
| Annual return | 12.63% | 23.12%-10.5pp | 35.95%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $880 | $1,965-55.2% | $4,087-78.5% | $2,471-64.4% |
| Participant deferral / active EE | $1,892 | $3,779-49.9% | $5,632-66.4% | $3,740-49.4% |
| Admin fee / account holder | $14,908 | $4,513+230.4% | $9,500+56.9% | $5,306+181.0% |