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 | $74,474 | $65,041+14.5% | $90,951-18.1% | $79,858-6.7% |
| Participation rate | 39.5% | 61.6%-22.1pp | 69.0%-29.5pp | 69.6%-30.1pp |
| Annual return | 12.05% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.7pp |
| Employer contribution / active EE | $340 | $1,247-72.7% | $2,122-84.0% | $2,471-86.2% |
| Participant deferral / active EE | $1,361 | $2,512-45.8% | $3,373-59.6% | $3,740-63.6% |
| Admin fee / account holder | $30,057 | $4,536+562.6% | $5,959+404.4% | $5,306+466.4% |