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 | $50,142 | $62,573-19.9% | $85,682-41.5% | $85,850-41.6% |
| Participation rate | 31.9% | 61.1%-29.2pp | 69.9%-37.9pp | 69.3%-37.4pp |
| Annual return | 12.38% | 23.77%-11.4pp | 21.49%-9.1pp | 318.53%-306.2pp |
| Employer contribution / active EE | $1,007 | $1,757-42.7% | $2,618-61.5% | $2,565-60.7% |
| Participant deferral / active EE | $1,558 | $2,802-44.4% | $3,923-60.3% | $3,952-60.6% |
| Admin fee / account holder | $5,873 | $4,640+26.6% | $6,873-14.5% | $6,260-6.2% |