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 | $37,822 | $85,766-55.9% | $136,294-72.2% | $70,131-46.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 81.9%-21.9pp | 69.5%-9.5pp |
| Annual return | 24.62% | 31.45%-6.8pp | 5155.94%-5131.3pp | 73.14%-48.5pp |
| Employer contribution / active EE | $1,219 | $2,966-58.9% | $4,695-74.0% | $2,342-47.9% |
| Participant deferral / active EE | $2,807 | $5,051-44.4% | $6,247-55.1% | $3,332-15.7% |
| Admin fee / account holder | $37,832 | $5,420+597.9% | $9,243+309.3% | $4,645+714.4% |