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 | $22,958 | $58,879-61.0% | $178,490-87.1% | $73,488-68.8% |
| Participation rate | 48.7% | 66.2%-17.5pp | 81.9%-33.2pp | 70.7%-22.0pp |
| Annual return | 30.17% | 24.86%+5.3pp | 151.07%-120.9pp | 28.51%+1.7pp |
| Employer contribution / active EE | $1,273 | $2,236-43.1% | $5,011-74.6% | $2,270-43.9% |
| Participant deferral / active EE | $2,189 | $2,567-14.7% | $5,202-57.9% | $3,740-41.5% |
| Admin fee / account holder | $881 | $400+120.0% | $13,984-93.7% | $513+71.7% |