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 | $35,008 | $54,558-35.8% | $76,002-53.9% | $74,546-53.0% |
| Participation rate | 53.8% | 60.3%-6.5pp | 69.1%-15.3pp | 67.2%-13.4pp |
| Annual return | 13.17% | 31.83%-18.7pp | 360.07%-346.9pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $538 | $1,778-69.8% | $2,688-80.0% | $2,624-79.5% |
| Participant deferral / active EE | $1,831 | $3,065-40.3% | $4,257-57.0% | $4,347-57.9% |
| Admin fee / account holder | $4,616 | $2,232+106.8% | $6,414-28.0% | $1,944+137.5% |