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 | $59,121 | $71,050-16.8% | $93,606-36.8% | $80,856-26.9% |
| Participation rate | 58.0% | 60.4%-2.4pp | 68.7%-10.7pp | 67.6%-9.7pp |
| Annual return | 10.30% | 11.26%-1.0pp | 133.20%-122.9pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,342 | $1,564-14.2% | $2,420-44.5% | $2,755-51.3% |
| Participant deferral / active EE | $2,723 | $4,034-32.5% | $4,411-38.3% | $4,296-36.6% |
| Admin fee / account holder | $15,479 | $6,945+122.9% | $8,285+86.8% | $6,918+123.8% |