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 | $60,729 | $53,127+14.3% | $86,590-29.9% | $70,131-13.4% |
| Participation rate | 47.4% | 65.3%-17.9pp | 73.5%-26.2pp | 69.5%-22.2pp |
| Annual return | 14.55% | 27.66%-13.1pp | 964.84%-950.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,076 | $2,068-48.0% | $2,839-62.1% | $2,342-54.0% |
| Participant deferral / active EE | $925 | $2,696-65.7% | $3,609-74.4% | $3,332-72.3% |
| Admin fee / account holder | $10,276 | $3,585+186.6% | $4,906+109.5% | $4,645+121.2% |