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 | $62,461 | $47,944+30.3% | $67,834-7.9% | $62,891-0.7% |
| Participation rate | 28.0% | 61.1%-33.1pp | 68.8%-40.8pp | 69.3%-41.3pp |
| Annual return | 9.41% | 11.77%-2.4pp | 138.47%-129.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $841 | $1,562-46.2% | $2,403-65.0% | $2,281-63.1% |
| Participant deferral / active EE | $1,864 | $2,247-17.0% | $3,160-41.0% | $3,203-41.8% |
| Admin fee / account holder | $1,427 | $3,712-61.6% | $4,622-69.1% | $4,296-66.8% |