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 | $49,523 | $65,041-23.9% | $90,951-45.6% | $79,858-38.0% |
| Participation rate | 64.7% | 61.6%+3.1pp | 69.0%-4.3pp | 69.6%-4.9pp |
| Annual return | 17.21% | 30.45%-13.2pp | 134.60%-117.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $489 | $1,247-60.8% | $2,122-77.0% | $2,471-80.2% |
| Participant deferral / active EE | $2,530 | $2,512+0.7% | $3,373-25.0% | $3,740-32.4% |
| Admin fee / account holder | $1,237 | $4,536-72.7% | $5,959-79.2% | $5,306-76.7% |