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 | $68,239 | $70,428-3.1% | $96,562-29.3% | $85,850-20.5% |
| Participation rate | 56.0% | 61.8%-5.8pp | 69.8%-13.8pp | 69.3%-13.3pp |
| Annual return | 13.10% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $400 | $1,413-71.7% | $2,356-83.0% | $2,565-84.4% |
| Participant deferral / active EE | $1,639 | $2,894-43.4% | $3,849-57.4% | $3,952-58.5% |
| Admin fee / account holder | $19,194 | $4,997+284.1% | $6,181+210.5% | $6,260+206.6% |