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 | $58,290 | $88,672-34.3% | $105,223-44.6% | $82,448-29.3% |
| Participation rate | 44.6% | 67.9%-23.3pp | 75.0%-30.4pp | 68.1%-23.4pp |
| Annual return | 13.56% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,082 | $3,048-64.5% | $3,689-70.7% | $2,551-57.6% |
| Participant deferral / active EE | $5,340 | $4,036+32.3% | $5,072+5.3% | $4,139+29.0% |
| Admin fee / account holder | $28,444 | $7,146+298.0% | $8,859+221.1% | $7,234+293.2% |