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 | $56,233 | $90,503-37.9% | $78,689-28.5% | $273,961-79.5% |
| Participation rate | 47.8% | 76.5%-28.7pp | 73.6%-25.7pp | 83.0%-35.2pp |
| Annual return | 4.44% | 75.60%-71.2pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,156 | $3,176-63.6% | $2,851-59.5% | $4,869-76.3% |
| Participant deferral / active EE | $1,643 | $3,901-57.9% | $3,517-53.3% | $5,287-68.9% |
| Admin fee / account holder | $20,714 | $5,263+293.6% | $4,510+359.3% | $10,132+104.4% |