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 | $59,765 | $54,762+9.1% | $90,281-33.8% | $72,985-18.1% |
| Participation rate | 50.8% | 65.1%-14.3pp | 73.3%-22.4pp | 69.5%-18.6pp |
| Annual return | 19.29% | 30.63%-11.3pp | 78.10%-58.8pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,019 | $2,092-51.3% | $2,854-64.3% | $2,440-58.2% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $8,186 | $3,972+106.1% | $5,351+53.0% | $5,124+59.7% |