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 | $35,532 | $56,053-36.6% | $75,972-53.2% | $80,856-56.1% |
| Participation rate | 43.5% | 62.0%-18.6pp | 69.1%-25.6pp | 67.6%-24.2pp |
| Annual return | 11.48% | 20.53%-9.1pp | 359.55%-348.1pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,008 | $1,874-46.2% | $2,685-62.5% | $2,755-63.4% |
| Participant deferral / active EE | $1,671 | $3,052-45.3% | $4,255-60.7% | $4,296-61.1% |
| Admin fee / account holder | $9,040 | $5,234+72.7% | $6,467+39.8% | $6,918+30.7% |