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 | $46,069 | $64,839-28.9% | $95,585-51.8% | $84,808-45.7% |
| Participation rate | 43.5% | 63.8%-20.3pp | 72.1%-28.5pp | 68.3%-24.8pp |
| Annual return | 13.24% | -670.96%+684.2pp | 38.56%-25.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,227 | $1,759-30.3% | $2,527-51.4% | $2,631-53.4% |
| Participant deferral / active EE | $1,907 | $2,965-35.7% | $4,023-52.6% | $4,212-54.7% |
| Admin fee / account holder | $24,114 | $5,964+304.3% | $6,127+293.5% | $7,344+228.4% |