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 | $38,658 | $73,981-47.7% | $105,722-63.4% | $62,891-38.5% |
| Participation rate | 34.6% | 71.7%-37.1pp | 78.9%-44.3pp | 69.3%-34.7pp |
| Annual return | 4.95% | 17.60%-12.7pp | 12.25%-7.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,091 | $2,856-61.8% | $4,079-73.2% | $2,281-52.1% |
| Participant deferral / active EE | $2,192 | $4,038-45.7% | $5,326-58.8% | $3,203-31.5% |
| Admin fee / account holder | $9,955 | $5,976+66.6% | $8,308+19.8% | $4,296+131.8% |