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 | $28,855 | $51,638-44.1% | $68,368-57.8% | $82,448-65.0% |
| Participation rate | 60.7% | 63.6%-2.9pp | 73.8%-13.0pp | 68.1%-7.4pp |
| Annual return | 16.10% | 37.53%-21.4pp | 292.57%-276.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,450 | $2,047-29.1% | $2,649-45.3% | $2,551-43.1% |
| Participant deferral / active EE | $1,093 | $2,914-62.5% | $4,123-73.5% | $4,139-73.6% |
| Admin fee / account holder | $22,230 | $4,643+378.7% | $5,150+331.7% | $7,234+207.3% |