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 | $54,417 | $58,828-7.5% | $77,999-30.2% | $62,891-13.5% |
| Participation rate | 35.1% | 71.1%-36.0pp | 75.5%-40.5pp | 69.3%-34.2pp |
| Annual return | 7.17% | 17.16%-10.0pp | 425.96%-418.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,032 | $1,672-38.3% | $2,470-58.2% | $2,281-54.8% |
| Participant deferral / active EE | $1,963 | $2,686-26.9% | $3,497-43.9% | $3,203-38.7% |
| Admin fee / account holder | $1,306 | $4,393-70.3% | $5,480-76.2% | $4,296-69.6% |