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 | $41,136 | $88,672-53.6% | $105,223-60.9% | $82,448-50.1% |
| Participation rate | 38.1% | 67.9%-29.8pp | 75.0%-36.9pp | 68.1%-30.0pp |
| Annual return | 19.23% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $1,817 | $3,048-40.4% | $3,689-50.8% | $2,551-28.8% |
| Participant deferral / active EE | $3,125 | $4,036-22.6% | $5,072-38.4% | $4,139-24.5% |
| Admin fee / account holder | $10,307 | $7,146+44.2% | $8,859+16.3% | $7,234+42.5% |