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 | $63,835 | $81,208-21.4% | $98,907-35.5% | $79,858-20.1% |
| Participation rate | 65.2% | 72.5%-7.3pp | 76.0%-10.9pp | 69.6%-4.5pp |
| Annual return | 14.67% | 60.99%-46.3pp | 196.43%-181.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $703 | $1,960-64.1% | $2,689-73.9% | $2,471-71.6% |
| Participant deferral / active EE | $2,659 | $3,265-18.6% | $4,244-37.3% | $3,740-28.9% |
| Admin fee / account holder | $15,807 | $6,013+162.9% | $6,642+138.0% | $5,306+197.9% |