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 | $56,576 | $89,753-37.0% | $107,525-47.4% | $84,808-33.3% |
| Participation rate | 57.7% | 68.1%-10.3pp | 75.1%-17.3pp | 68.3%-10.6pp |
| Annual return | 15.28% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,573 | $3,113-49.5% | $3,754-58.1% | $2,631-40.2% |
| Participant deferral / active EE | $3,411 | $4,056-15.9% | $5,116-33.3% | $4,212-19.0% |
| Admin fee / account holder | $8,200 | $7,222+13.5% | $8,919-8.1% | $7,344+11.7% |