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 | $62,316 | $86,944-28.3% | $107,525-42.0% | $74,304-16.1% |
| Participation rate | 47.4% | 59.6%-12.2pp | 75.1%-27.7pp | 60.3%-13.0pp |
| Annual return | 18.67% | 23.52%-4.9pp | 181.32%-162.7pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,196 | $2,757-56.6% | $3,754-68.1% | $2,241-46.6% |
| Participant deferral / active EE | $3,383 | $3,554-4.8% | $5,116-33.9% | $3,767-10.2% |
| Admin fee / account holder | $3,693 | $3,727-0.9% | $8,919-58.6% | $2,969+24.4% |