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 | $44,933 | $87,870-48.9% | $113,168-60.3% | $74,304-39.5% |
| Participation rate | 51.8% | 70.7%-18.9pp | 76.6%-24.8pp | 60.3%-8.6pp |
| Annual return | 14.96% | 26.44%-11.5pp | 24.27%-9.3pp | 29.43%-14.5pp |
| Employer contribution / active EE | $700 | $2,277-69.2% | $2,975-76.5% | $2,241-68.7% |
| Participant deferral / active EE | $2,137 | $4,241-49.6% | $5,107-58.1% | $3,767-43.3% |
| Admin fee / account holder | $13,503 | $3,368+300.9% | $12,068+11.9% | $2,969+354.8% |