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 | $36,988 | $49,922-25.9% | $80,569-54.1% | $75,163-50.8% |
| Participation rate | 40.0% | 55.3%-15.3pp | 67.0%-27.0pp | 67.2%-27.2pp |
| Annual return | 17.47% | 34.69%-17.2pp | 935.43%-918.0pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,544 | $1,698-9.1% | $2,723-43.3% | $2,670-42.2% |
| Participant deferral / active EE | $2,214 | $2,990-26.0% | $4,447-50.2% | $4,125-46.3% |
| Admin fee / account holder | $10,163 | $3,577+184.1% | $5,377+89.0% | $5,651+79.8% |