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 | $72,398 | $100,923-28.3% | $150,045-51.7% | $74,304-2.6% |
| Participation rate | 47.7% | 70.1%-22.4pp | 82.3%-34.6pp | 60.3%-12.6pp |
| Annual return | 32.33% | 51.77%-19.4pp | 62.55%-30.2pp | 29.43%+2.9pp |
| Employer contribution / active EE | $2,138 | $3,463-38.3% | $4,693-54.4% | $2,241-4.6% |
| Participant deferral / active EE | $4,379 | $6,709-34.7% | $7,997-45.2% | $3,767+16.2% |
| Admin fee / account holder | $14,235 | $2,767+414.5% | $13,435+6.0% | $2,969+379.5% |