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 | $57,024 | $67,984-16.1% | $65,493-12.9% | $74,304-23.3% |
| Participation rate | 42.0% | 66.3%-24.3pp | 73.1%-31.1pp | 60.3%-18.3pp |
| Annual return | 12.04% | 19.87%-7.8pp | 982.45%-970.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,155 | $2,491-53.6% | $2,574-55.1% | $2,241-48.5% |
| Participant deferral / active EE | $2,344 | $3,346-30.0% | $3,961-40.8% | $3,767-37.8% |
| Admin fee / account holder | $16,725 | $1,373+1118.3% | $5,028+232.6% | $2,969+463.3% |