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 | $57,255 | $39,122+46.3% | $57,179+0.1% | $62,891-9.0% |
| Participation rate | 46.2% | 70.5%-24.3pp | 75.3%-29.2pp | 69.3%-23.2pp |
| Annual return | 9.32% | 9.23%+0.1pp | 14.59%-5.3pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,308 | $1,874-30.2% | $2,682-51.2% | $2,281-42.7% |
| Participant deferral / active EE | $3,566 | $2,374+50.2% | $3,096+15.2% | $3,203+11.3% |
| Admin fee / account holder | $22,286 | $2,592+759.8% | $3,139+610.0% | $4,296+418.8% |