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 | $34,385 | $85,766-59.9% | $136,294-74.8% | $70,131-51.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 81.9%-31.9pp | 69.5%-19.5pp |
| Annual return | 15.06% | 31.45%-16.4pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,212 | $2,966-59.1% | $4,695-74.2% | $2,342-48.3% |
| Participant deferral / active EE | $3,320 | $5,051-34.3% | $6,247-46.9% | $3,332-0.4% |
| Admin fee / account holder | $15,309 | $5,420+182.4% | $9,243+65.6% | $4,645+229.5% |