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 | $32,819 | $58,828-44.2% | $77,999-57.9% | $62,891-47.8% |
| Participation rate | 34.5% | 71.1%-36.6pp | 75.5%-41.0pp | 69.3%-34.8pp |
| Annual return | 5.88% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $501 | $1,672-70.0% | $2,470-79.7% | $2,281-78.0% |
| Participant deferral / active EE | $1,170 | $2,686-56.4% | $3,497-66.5% | $3,203-63.5% |
| Admin fee / account holder | $5,161 | $4,393+17.5% | $5,480-5.8% | $4,296+20.2% |