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 | $52,920 | $78,485-32.6% | $106,213-50.2% | $74,495-29.0% |
| Participation rate | 28.9% | 72.8%-43.9pp | 75.3%-46.3pp | 67.2%-38.3pp |
| Annual return | 12.17% | 15.95%-3.8pp | 116.14%-104.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $857 | $2,523-66.0% | $3,171-73.0% | $2,623-67.3% |
| Participant deferral / active EE | $2,176 | $4,322-49.6% | $5,016-56.6% | $4,346-49.9% |
| Admin fee / account holder | $5,707 | $2,232+155.7% | $11,033-48.3% | $1,942+193.9% |