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 | $64,194 | $87,013-26.2% | $106,213-39.6% | $80,856-20.6% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.6%-23.2pp |
| Annual return | 11.29% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,210 | $2,395-49.5% | $3,171-61.8% | $2,755-56.1% |
| Participant deferral / active EE | $2,776 | $3,986-30.4% | $5,016-44.7% | $4,296-35.4% |
| Admin fee / account holder | $18,753 | $8,431+122.4% | $11,033+70.0% | $6,918+171.1% |