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 | $26,591 | $48,795-45.5% | $65,493-59.4% | $84,808-68.6% |
| Participation rate | 50.7% | 67.0%-16.3pp | 73.1%-22.4pp | 68.3%-17.6pp |
| Annual return | 14.31% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,266 | $1,930-34.4% | $2,574-50.8% | $2,631-51.9% |
| Participant deferral / active EE | $1,583 | $2,928-46.0% | $3,961-60.0% | $4,212-62.4% |
| Admin fee / account holder | $2,595 | $3,877-33.1% | $5,028-48.4% | $7,344-64.7% |