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 | $29,565 | $57,108-48.2% | $94,224-68.6% | $52,331-43.5% |
| Participation rate | 34.5% | 72.9%-38.4pp | 78.8%-44.2pp | 68.1%-33.6pp |
| Annual return | 109.62% | 1.47%+108.1pp | 10.68%+98.9pp | 4.54%+105.1pp |
| Employer contribution / active EE | $886 | $1,735-48.9% | $3,587-75.3% | $1,882-52.9% |
| Participant deferral / active EE | $2,589 | $3,040-14.8% | $4,320-40.1% | $3,022-14.3% |
| Admin fee / account holder | $2,102 | $546+284.6% | $6,269-66.5% | $592+255.2% |