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 | $58,054 | $57,016+1.8% | $84,966-31.7% | $80,856-28.2% |
| Participation rate | 25.0% | 56.3%-31.3pp | 67.5%-42.5pp | 67.6%-42.6pp |
| Annual return | 11.19% | 21.66%-10.5pp | 66.38%-55.2pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,273 | $1,798-29.2% | $2,727-53.3% | $2,755-53.8% |
| Participant deferral / active EE | $1,360 | $3,110-56.3% | $4,519-69.9% | $4,296-68.3% |
| Admin fee / account holder | $6,704 | $4,980+34.6% | $6,149+9.0% | $6,918-3.1% |