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 | $55,157 | $71,050-22.4% | $93,606-41.1% | $80,856-31.8% |
| Participation rate | 52.6% | 60.4%-7.8pp | 68.7%-16.1pp | 67.6%-15.0pp |
| Annual return | 16.20% | 11.26%+4.9pp | 133.20%-117.0pp | 35.59%-19.4pp |
| Employer contribution / active EE | $733 | $1,564-53.1% | $2,420-69.7% | $2,755-73.4% |
| Participant deferral / active EE | $2,824 | $4,034-30.0% | $4,411-36.0% | $4,296-34.3% |
| Admin fee / account holder | $7,436 | $6,945+7.1% | $8,285-10.2% | $6,918+7.5% |