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 | $54,734 | $40,256+36.0% | $57,343-4.5% | $59,632-8.2% |
| Participation rate | 47.5% | 69.2%-21.7pp | 75.1%-27.6pp | 68.7%-21.2pp |
| Annual return | 3.66% | 27.49%-23.8pp | 24.39%-20.7pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $1,686 | $1,922-12.3% | $2,689-37.3% | $2,203-23.5% |
| Participant deferral / active EE | $977 | $2,399-59.3% | $3,162-69.1% | $3,192-69.4% |
| Admin fee / account holder | $5,195 | $2,818+84.4% | $3,356+54.8% | $4,297+20.9% |