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 | $124,611 | $140,578-11.4% | $100,671+23.8% | $125,391-0.6% |
| Participation rate | 33.3% | 80.4%-47.1pp | 70.7%-37.4pp | 83.2%-49.9pp |
| Annual return | 0.75% | 24.67%-23.9pp | 20.43%-19.7pp | 282.22%-281.5pp |
| Employer contribution / active EE | $1,127 | $5,965-81.1% | $4,012-71.9% | $4,866-76.8% |
| Participant deferral / active EE | $1,530 | $3,981-61.6% | $3,144-51.3% | $5,352-71.4% |
| Admin fee / account holder | $62,380 | $6,716+828.8% | $4,850+1186.3% | $9,540+553.8% |