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 | $60,281 | $45,035+33.9% | $62,995-4.3% | $70,131-14.0% |
| Participation rate | 20.0% | 69.5%-49.5pp | 74.8%-54.8pp | 69.5%-49.5pp |
| Annual return | 16.38% | 18.76%-2.4pp | 87.57%-71.2pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $851 | $2,465-65.5% | $3,329-74.4% | $3,332-74.4% |
| Admin fee / account holder | $7,418 | $2,834+161.7% | $3,600+106.1% | $4,645+59.7% |