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 | $58,756 | $53,053+10.7% | $126,539-53.6% | $74,304-20.9% |
| Participation rate | 21.6% | 48.0%-26.4pp | 69.8%-48.2pp | 60.3%-38.7pp |
| Annual return | 14.37% | 29.46%-15.1pp | 425.95%-411.6pp | 29.43%-15.1pp |
| Employer contribution / active EE | $508 | $1,168-56.5% | $3,674-86.2% | $2,241-77.3% |
| Participant deferral / active EE | $1,408 | $2,303-38.9% | $4,083-65.5% | $3,767-62.6% |
| Admin fee / account holder | $23,048 | $3,698+523.3% | $6,065+280.0% | $2,969+676.3% |