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 | $44,677 | $49,657-10.0% | $93,063-52.0% | $67,986-34.3% |
| Participation rate | 19.2% | 49.9%-30.7pp | 72.1%-52.9pp | 57.2%-38.0pp |
| Annual return | 16.22% | 26.27%-10.0pp | 34.15%-17.9pp | 31.67%-15.4pp |
| Employer contribution / active EE | $580 | $1,279-54.6% | $2,476-76.6% | $2,019-71.3% |
| Participant deferral / active EE | $1,292 | $2,484-48.0% | $3,958-67.4% | $3,358-61.5% |
| Admin fee / account holder | $11,304 | $2,843+297.7% | $6,033+87.4% | $3,203+252.9% |