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 | $30,676 | $35,183-12.8% | $73,545-58.3% | $70,131-56.3% |
| Participation rate | 48.4% | 42.9%+5.5pp | 54.9%-6.5pp | 69.5%-21.1pp |
| Annual return | 17.13% | 26.90%-9.8pp | -15.16%+32.3pp | 73.14%-56.0pp |
| Employer contribution / active EE | $327 | $709-53.8% | $1,219-73.1% | $2,342-86.0% |
| Participant deferral / active EE | $1,511 | $1,220+23.9% | $1,806-16.3% | $3,332-54.6% |
| Admin fee / account holder | $7,576 | $2,302+229.1% | $2,320+226.6% | $4,645+63.1% |