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 | $34,071 | $57,354-40.6% | $83,848-59.4% | $64,186-46.9% |
| Participation rate | 48.4% | 68.6%-20.2pp | 76.1%-27.8pp | 69.6%-21.2pp |
| Annual return | 2.97% | 11.38%-8.4pp | 850.88%-847.9pp | 7.63%-4.7pp |
| Employer contribution / active EE | $561 | $2,545-77.9% | $3,631-84.5% | $2,381-76.4% |
| Participant deferral / active EE | $2,433 | $2,993-18.7% | $4,082-40.4% | $3,470-29.9% |
| Admin fee / account holder | $20,676 | $4,046+411.1% | $5,478+277.4% | $4,888+323.0% |