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 | $33,533 | $95,453-64.9% | $112,040-70.1% | $82,448-59.3% |
| Participation rate | 26.3% | 72.8%-46.4pp | 76.5%-50.2pp | 68.1%-41.8pp |
| Annual return | 12.95% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,533 | $2,318-33.9% | $2,954-48.1% | $2,551-39.9% |
| Participant deferral / active EE | $2,894 | $4,224-31.5% | $5,098-43.2% | $4,139-30.1% |
| Admin fee / account holder | $21,121 | $9,013+134.3% | $12,098+74.6% | $7,234+192.0% |