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 | $37,149 | $45,035-17.5% | $62,995-41.0% | $70,131-47.0% |
| Participation rate | 58.3% | 69.5%-11.2pp | 74.8%-16.5pp | 69.5%-11.2pp |
| Annual return | 15.46% | 18.76%-3.3pp | 87.57%-72.1pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,041 | $2,051-49.2% | $2,759-62.3% | $2,342-55.5% |
| Participant deferral / active EE | $5,179 | $2,465+110.1% | $3,329+55.6% | $3,332+55.4% |
| Admin fee / account holder | $3,681 | $2,834+29.9% | $3,600+2.2% | $4,645-20.8% |