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 | $35,143 | $99,985-64.9% | $146,665-76.0% | $85,850-59.1% |
| Participation rate | 67.0% | 73.1%-6.0pp | 80.1%-13.0pp | 69.3%-2.3pp |
| Annual return | 16.41% | 18.93%-2.5pp | 22.74%-6.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $729 | $2,559-71.5% | $4,136-82.4% | $2,565-71.6% |
| Participant deferral / active EE | $3,388 | $4,006-15.4% | $5,506-38.5% | $3,952-14.3% |
| Admin fee / account holder | $11,686 | $7,702+51.7% | $10,280+13.7% | $6,260+86.7% |