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 | $69,997 | $87,870-20.3% | $113,168-38.1% | $74,304-5.8% |
| Participation rate | 38.7% | 70.7%-32.0pp | 76.6%-37.8pp | 60.3%-21.6pp |
| Annual return | 14.66% | 26.44%-11.8pp | 24.27%-9.6pp | 29.43%-14.8pp |
| Employer contribution / active EE | $935 | $2,277-59.0% | $2,975-68.6% | $2,241-58.3% |
| Participant deferral / active EE | $1,981 | $4,241-53.3% | $5,107-61.2% | $3,767-47.4% |
| Admin fee / account holder | $9,381 | $3,368+178.5% | $12,068-22.3% | $2,969+216.0% |