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 | $49,028 | $42,886+14.3% | $88,946-44.9% | $85,563-42.7% |
| Participation rate | 11.8% | 37.9%-26.1pp | 68.8%-57.0pp | 66.0%-54.1pp |
| Annual return | 18.32% | 44.56%-26.2pp | 57.82%-39.5pp | 31.51%-13.2pp |
| Employer contribution / active EE | $117 | $1,147-89.8% | $2,555-95.4% | $2,654-95.6% |
| Participant deferral / active EE | $525 | $2,108-75.1% | $4,581-88.5% | $4,375-88.0% |
| Admin fee / account holder | $4,503 | $2,263+99.0% | $8,261-45.5% | $834+439.8% |