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 | $51,475 | $58,726-12.3% | $92,233-44.2% | $62,292-17.4% |
| Participation rate | 39.1% | 68.3%-29.2pp | 76.5%-37.3pp | 69.5%-30.4pp |
| Annual return | 16.52% | 43.62%-27.1pp | 176.28%-159.8pp | 28.90%-12.4pp |
| Employer contribution / active EE | $701 | $2,392-70.7% | $3,679-81.0% | $2,042-65.7% |
| Participant deferral / active EE | $2,100 | $2,766-24.1% | $3,897-46.1% | $3,169-33.7% |
| Admin fee / account holder | $3,689 | $556+563.0% | $5,194-29.0% | $479+669.6% |