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 | $60,039 | $91,190-34.2% | $178,490-66.4% | $79,858-24.8% |
| Participation rate | 48.1% | 69.2%-21.1pp | 81.9%-33.8pp | 69.6%-21.6pp |
| Annual return | 13.96% | 24.19%-10.2pp | 151.07%-137.1pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,065 | $3,256-67.3% | $5,011-78.7% | $2,471-56.9% |
| Participant deferral / active EE | $2,193 | $3,236-32.2% | $5,202-57.8% | $3,740-41.4% |
| Admin fee / account holder | $9,959 | $6,751+47.5% | $13,984-28.8% | $5,306+87.7% |