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 | $46,749 | $86,929-46.2% | $102,423-54.4% | $80,856-42.2% |
| Participation rate | 44.3% | 72.4%-28.1pp | 76.5%-32.2pp | 67.6%-23.4pp |
| Annual return | 10.94% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,493 | $2,369-37.0% | $3,023-50.6% | $2,755-45.8% |
| Participant deferral / active EE | $3,543 | $4,118-14.0% | $5,053-29.9% | $4,296-17.5% |
| Admin fee / account holder | $13,750 | $8,049+70.8% | $9,451+45.5% | $6,918+98.8% |