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 | $46,910 | $48,230-2.7% | $67,502-30.5% | $80,856-42.0% |
| Participation rate | 59.7% | 66.4%-6.6pp | 72.9%-13.2pp | 67.6%-7.9pp |
| Annual return | 15.48% | 18.28%-2.8pp | 3512.12%-3496.6pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,609 | $2,924-45.0% | $4,000-59.8% | $4,296-62.6% |
| Admin fee / account holder | $5,720 | $3,681+55.4% | $3,998+43.1% | $6,918-17.3% |