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 | $77,705 | $95,880-19.0% | $107,525-27.7% | $85,563-9.2% |
| Participation rate | 22.8% | 70.1%-47.3pp | 75.1%-52.2pp | 66.0%-43.1pp |
| Annual return | 14.23% | 68.06%-53.8pp | 181.32%-167.1pp | 31.51%-17.3pp |
| Employer contribution / active EE | $869 | $3,812-77.2% | $3,754-76.8% | $2,654-67.2% |
| Participant deferral / active EE | $1,548 | $4,201-63.2% | $5,116-69.7% | $4,375-64.6% |
| Admin fee / account holder | $3,154 | $1,025+207.6% | $8,919-64.6% | $834+278.1% |