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 | $50,397 | $65,041-22.5% | $90,951-44.6% | $79,858-36.9% |
| Participation rate | 34.2% | 61.6%-27.4pp | 69.0%-34.8pp | 69.6%-35.5pp |
| Annual return | 10.50% | 30.45%-19.9pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $628 | $1,247-49.6% | $2,122-70.4% | $2,471-74.6% |
| Participant deferral / active EE | $1,480 | $2,512-41.1% | $3,373-56.1% | $3,740-60.4% |
| Admin fee / account holder | $15,147 | $4,536+233.9% | $5,959+154.2% | $5,306+185.5% |