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 | $50,207 | $67,411-25.5% | $91,001-44.8% | $70,131-28.4% |
| Participation rate | 32.3% | 71.4%-39.1pp | 75.6%-43.3pp | 69.5%-37.3pp |
| Annual return | 13.30% | -40.16%+53.5pp | 4.60%+8.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $593 | $1,786-66.8% | $2,456-75.9% | $2,342-74.7% |
| Participant deferral / active EE | $1,665 | $2,823-41.0% | $3,547-53.1% | $3,332-50.0% |
| Admin fee / account holder | $15,024 | $4,236+254.6% | $5,417+177.3% | $4,645+223.4% |