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 | $42,206 | $56,053-24.7% | $75,972-44.4% | $80,856-47.8% |
| Participation rate | 41.2% | 62.0%-20.9pp | 69.1%-27.9pp | 67.6%-26.5pp |
| Annual return | 16.58% | 20.53%-4.0pp | 359.55%-343.0pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,137 | $1,874-39.4% | $2,685-57.7% | $2,755-58.7% |
| Participant deferral / active EE | $2,203 | $3,052-27.8% | $4,255-48.2% | $4,296-48.7% |
| Admin fee / account holder | $6,236 | $5,234+19.2% | $6,467-3.6% | $6,918-9.9% |