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 | $47,878 | $64,839-26.2% | $95,585-49.9% | $84,808-43.5% |
| Participation rate | 59.5% | 63.8%-4.4pp | 72.1%-12.6pp | 68.3%-8.9pp |
| Annual return | 16.34% | -670.96%+687.3pp | 38.56%-22.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $864 | $1,759-50.9% | $2,527-65.8% | $2,631-67.2% |
| Participant deferral / active EE | $3,422 | $2,965+15.4% | $4,023-14.9% | $4,212-18.8% |
| Admin fee / account holder | $9,135 | $5,964+53.2% | $6,127+49.1% | $7,344+24.4% |