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 | $50,625 | $54,573-7.2% | $90,951-44.3% | $73,488-31.1% |
| Participation rate | 41.7% | 61.2%-19.4pp | 69.0%-27.3pp | 70.7%-28.9pp |
| Annual return | 14.94% | 16.69%-1.7pp | 134.60%-119.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $755 | $991-23.9% | $2,122-64.4% | $2,270-66.8% |
| Participant deferral / active EE | $2,234 | $2,517-11.2% | $3,373-33.8% | $3,740-40.3% |
| Admin fee / account holder | $1,543 | $521+195.8% | $5,959-74.1% | $513+200.6% |