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 | $36,664 | $77,314-52.6% | $177,989-79.4% | $80,856-54.7% |
| Participation rate | 56.4% | 65.7%-9.3pp | 77.1%-20.7pp | 67.6%-11.3pp |
| Annual return | 12.58% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,849 | $2,292-19.3% | $3,949-53.2% | $2,755-32.9% |
| Participant deferral / active EE | $3,381 | $4,411-23.3% | $6,276-46.1% | $4,296-21.3% |
| Admin fee / account holder | $9,879 | $7,191+37.4% | $10,363-4.7% | $6,918+42.8% |