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 | $51,882 | $56,053-7.4% | $75,972-31.7% | $80,856-35.8% |
| Participation rate | 57.7% | 62.0%-4.3pp | 69.1%-11.4pp | 67.6%-9.9pp |
| Annual return | 12.69% | 20.53%-7.8pp | 359.55%-346.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,190 | $1,874-36.5% | $2,685-55.7% | $2,755-56.8% |
| Participant deferral / active EE | $2,628 | $3,052-13.9% | $4,255-38.2% | $4,296-38.8% |
| Admin fee / account holder | $19,080 | $5,234+264.6% | $6,467+195.0% | $6,918+175.8% |