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 | $46,657 | $65,041-28.3% | $90,951-48.7% | $79,858-41.6% |
| Participation rate | 49.0% | 61.6%-12.6pp | 69.0%-20.0pp | 69.6%-20.7pp |
| Annual return | 12.49% | 30.45%-18.0pp | 134.60%-122.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,341 | $2,512-6.8% | $3,373-30.6% | $3,740-37.4% |
| Admin fee / account holder | $6,054 | $4,536+33.5% | $5,959+1.6% | $5,306+14.1% |