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 | $59,092 | $84,556-30.1% | $116,228-49.2% | $74,304-20.5% |
| Participation rate | 46.6% | 66.0%-19.4pp | 74.6%-27.9pp | 60.3%-13.7pp |
| Annual return | 14.37% | 18.35%-4.0pp | 90.06%-75.7pp | 29.43%-15.1pp |
| Employer contribution / active EE | $923 | $2,168-57.4% | $2,994-69.2% | $2,241-58.8% |
| Participant deferral / active EE | $1,894 | $3,814-50.3% | $4,953-61.8% | $3,767-49.7% |
| Admin fee / account holder | $5,892 | $3,792+55.4% | $11,989-50.9% | $2,969+98.4% |