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 | $22,939 | $77,899-70.6% | $149,673-84.7% | $75,163-69.5% |
| Participation rate | 53.3% | 65.6%-12.2pp | 78.8%-25.4pp | 67.2%-13.9pp |
| Annual return | 18.66% | 31.72%-13.1pp | 134.42%-115.8pp | 160.62%-142.0pp |
| Employer contribution / active EE | $452 | $3,137-85.6% | $4,818-90.6% | $2,670-83.1% |
| Participant deferral / active EE | $2,808 | $3,411-17.7% | $5,680-50.6% | $4,125-31.9% |
| Admin fee / account holder | $8,455 | $5,956+41.9% | $13,210-36.0% | $5,651+49.6% |