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 | $62,849 | $81,208-22.6% | $98,907-36.5% | $79,858-21.3% |
| Participation rate | 66.7% | 72.5%-5.8pp | 76.0%-9.4pp | 69.6%-3.0pp |
| Annual return | 13.32% | 60.99%-47.7pp | 196.43%-183.1pp | 31.71%-18.4pp |
| Employer contribution / active EE | $785 | $1,960-60.0% | $2,689-70.8% | $2,471-68.2% |
| Participant deferral / active EE | $1,699 | $3,265-47.9% | $4,244-60.0% | $3,740-54.6% |
| Admin fee / account holder | $15,953 | $6,013+165.3% | $6,642+140.2% | $5,306+200.6% |