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 | $24,306 | $58,264-58.3% | $86,612-71.9% | $71,457-66.0% |
| Participation rate | 62.1% | 65.0%-2.8pp | 71.7%-9.6pp | 67.9%-5.8pp |
| Annual return | 15.22% | 21.63%-6.4pp | 591.07%-575.8pp | 28.85%-13.6pp |
| Employer contribution / active EE | $863 | $2,574-66.5% | $3,022-71.5% | $2,588-66.7% |
| Participant deferral / active EE | $1,191 | $3,436-65.3% | $4,438-73.2% | $4,289-72.2% |
| Admin fee / account holder | $2,961 | $1,057+180.1% | $5,614-47.3% | $1,587+86.5% |