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 | $57,879 | $80,968-28.5% | $96,544-40.0% | $75,163-23.0% |
| Participation rate | 43.2% | 71.8%-28.5pp | 76.0%-32.7pp | 67.2%-23.9pp |
| Annual return | 18.68% | 27.06%-8.4pp | 25.84%-7.2pp | 160.62%-141.9pp |
| Employer contribution / active EE | $819 | $2,282-64.1% | $2,965-72.4% | $2,670-69.3% |
| Participant deferral / active EE | $2,803 | $3,928-28.6% | $4,851-42.2% | $4,125-32.0% |
| Admin fee / account holder | $22,096 | $6,724+228.6% | $8,252+167.8% | $5,651+291.0% |