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 | $35,161 | $59,839-41.2% | $81,983-57.1% | $79,858-56.0% |
| Participation rate | 36.1% | 61.6%-25.5pp | 69.2%-33.1pp | 69.6%-33.5pp |
| Annual return | 10.87% | 17.56%-6.7pp | 41.31%-30.4pp | 31.71%-20.8pp |
| Employer contribution / active EE | $823 | $1,713-52.0% | $2,498-67.1% | $2,471-66.7% |
| Participant deferral / active EE | $1,337 | $2,695-50.4% | $3,722-64.1% | $3,740-64.3% |
| Admin fee / account holder | $7,853 | $4,287+83.2% | $5,664+38.7% | $5,306+48.0% |