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 | $36,129 | $65,041-44.5% | $90,951-60.3% | $79,858-54.8% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 21.45% | 30.45%-9.0pp | 134.60%-113.1pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,176 | $1,247-5.7% | $2,122-44.6% | $2,471-52.4% |
| Participant deferral / active EE | $1,820 | $2,512-27.5% | $3,373-46.0% | $3,740-51.3% |
| Admin fee / account holder | $24,506 | $4,536+440.2% | $5,959+311.3% | $5,306+361.8% |