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 | $24,176 | $48,795-50.5% | $65,493-63.1% | $84,808-71.5% |
| Participation rate | 55.4% | 67.0%-11.6pp | 73.1%-17.7pp | 68.3%-12.9pp |
| Annual return | 12.51% | 20.20%-7.7pp | 982.45%-969.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,053 | $1,930-45.4% | $2,574-59.1% | $2,631-60.0% |
| Participant deferral / active EE | $1,524 | $2,928-47.9% | $3,961-61.5% | $4,212-63.8% |
| Admin fee / account holder | $1,598 | $3,877-58.8% | $5,028-68.2% | $7,344-78.2% |