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 | $56,190 | $73,638-23.7% | $95,952-41.4% | $73,488-23.5% |
| Participation rate | 48.0% | 76.2%-28.2pp | 77.1%-29.1pp | 70.7%-22.7pp |
| Annual return | 15.03% | 16.78%-1.8pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $1,184 | $1,863-36.5% | $2,541-53.4% | $2,270-47.8% |
| Participant deferral / active EE | $1,921 | $3,617-46.9% | $4,167-53.9% | $3,740-48.6% |
| Admin fee / account holder | $3,694 | $482+666.2% | $6,795-45.6% | $513+620.0% |