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 | $53,847 | $41,377+30.1% | $109,313-50.7% | $62,891-14.4% |
| Participation rate | 43.8% | 57.5%-13.8pp | 71.3%-27.5pp | 69.3%-25.6pp |
| Annual return | 6.06% | 11.05%-5.0pp | 22.07%-16.0pp | 20.14%-14.1pp |
| Employer contribution / active EE | $324 | $1,276-74.6% | $3,892-91.7% | $2,281-85.8% |
| Participant deferral / active EE | $1,627 | $2,045-20.4% | $3,166-48.6% | $3,203-49.2% |
| Admin fee / account holder | $10,574 | $2,884+266.6% | $5,666+86.6% | $4,296+146.2% |