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 | $96,493 | $78,672+22.7% | $109,143-11.6% | $85,850+12.4% |
| Participation rate | 41.5% | 68.3%-26.7pp | 75.9%-34.3pp | 69.3%-27.8pp |
| Annual return | 21.62% | 25.09%-3.5pp | 25.75%-4.1pp | 318.53%-296.9pp |
| Employer contribution / active EE | $744 | $2,735-72.8% | $3,722-80.0% | $2,565-71.0% |
| Participant deferral / active EE | $3,082 | $3,467-11.1% | $4,653-33.8% | $3,952-22.0% |
| Admin fee / account holder | $20,156 | $5,469+268.5% | $6,752+198.5% | $6,260+222.0% |