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 | $79,657 | $89,753-11.2% | $107,525-25.9% | $84,808-6.1% |
| Participation rate | 56.0% | 68.1%-12.1pp | 75.1%-19.1pp | 68.3%-12.3pp |
| Annual return | 15.24% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,385 | $3,113-55.5% | $3,754-63.1% | $2,631-47.3% |
| Participant deferral / active EE | $2,630 | $4,056-35.2% | $5,116-48.6% | $4,212-37.5% |
| Admin fee / account holder | $14,922 | $7,222+106.6% | $8,919+67.3% | $7,344+103.2% |