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 | $36,859 | $95,416-61.4% | $185,823-80.2% | $85,850-57.1% |
| Participation rate | 60.5% | 68.8%-8.2pp | 81.7%-21.2pp | 69.3%-8.8pp |
| Annual return | 14.48% | 23.59%-9.1pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,574 | $3,314-52.5% | $5,167-69.5% | $2,565-38.7% |
| Participant deferral / active EE | $3,029 | $3,423-11.5% | $5,568-45.6% | $3,952-23.3% |
| Admin fee / account holder | $15,424 | $7,213+113.9% | $16,237-5.0% | $6,260+146.4% |