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 | $23,534 | $56,897-58.6% | $84,750-72.2% | $62,891-62.6% |
| Participation rate | 25.3% | 68.5%-43.3pp | 76.6%-51.3pp | 69.3%-44.0pp |
| Annual return | 12.05% | 6.30%+5.8pp | 22.78%-10.7pp | 20.14%-8.1pp |
| Employer contribution / active EE | $555 | $2,400-76.9% | $3,574-84.5% | $2,281-75.6% |
| Participant deferral / active EE | $1,134 | $2,709-58.1% | $3,712-69.4% | $3,203-64.6% |
| Admin fee / account holder | $566 | $3,581-84.2% | $5,332-89.4% | $4,296-86.8% |