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 | $69,639 | $78,705-11.5% | $117,854-40.9% | $70,131-0.7% |
| Participation rate | 51.4% | 73.2%-21.8pp | 79.7%-28.3pp | 69.5%-18.2pp |
| Annual return | 13.04% | 23.30%-10.3pp | 335.08%-322.0pp | 73.14%-60.1pp |
| Employer contribution / active EE | $574 | $2,223-74.2% | $3,786-84.8% | $2,342-75.5% |
| Participant deferral / active EE | $1,737 | $3,297-47.3% | $4,482-61.2% | $3,332-47.9% |
| Admin fee / account holder | $26,668 | $5,065+426.5% | $8,020+232.5% | $4,645+474.1% |