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 | $36,237 | $58,828-38.4% | $77,999-53.5% | $62,891-42.4% |
| Participation rate | 51.5% | 71.1%-19.6pp | 75.5%-24.1pp | 69.3%-17.8pp |
| Annual return | 6.82% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,041 | $1,672-37.7% | $2,470-57.9% | $2,281-54.4% |
| Participant deferral / active EE | $2,071 | $2,686-22.9% | $3,497-40.8% | $3,203-35.3% |
| Admin fee / account holder | $7,760 | $4,393+76.6% | $5,480+41.6% | $4,296+80.6% |