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 | $66,364 | $78,422-15.4% | $95,952-30.8% | $79,858-16.9% |
| Participation rate | 49.2% | 73.5%-24.3pp | 77.1%-27.9pp | 69.6%-20.5pp |
| Annual return | 19.84% | 19.37%+0.5pp | 91.61%-71.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,267 | $1,945-34.9% | $2,541-50.2% | $2,471-48.7% |
| Participant deferral / active EE | $2,637 | $3,440-23.3% | $4,167-36.7% | $3,740-29.5% |
| Admin fee / account holder | $1,374 | $5,622-75.6% | $6,795-79.8% | $5,306-74.1% |