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 | $58,197 | $87,013-33.1% | $106,213-45.2% | $80,856-28.0% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.6%-34.3pp |
| Annual return | 11.50% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,071 | $2,395-55.3% | $3,171-66.2% | $2,755-61.1% |
| Participant deferral / active EE | $1,760 | $3,986-55.8% | $5,016-64.9% | $4,296-59.0% |
| Admin fee / account holder | $14,402 | $8,431+70.8% | $11,033+30.5% | $6,918+108.2% |