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 | $65,932 | $65,041+1.4% | $90,951-27.5% | $79,858-17.4% |
| Participation rate | 47.4% | 61.6%-14.2pp | 69.0%-21.6pp | 69.6%-22.2pp |
| Annual return | 14.72% | 30.45%-15.7pp | 134.60%-119.9pp | 31.71%-17.0pp |
| Employer contribution / active EE | $545 | $1,247-56.3% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $1,191 | $2,512-52.6% | $3,373-64.7% | $3,740-68.2% |
| Admin fee / account holder | $16,823 | $4,536+270.9% | $5,959+182.3% | $5,306+217.0% |