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 | $63,783 | $86,944-26.6% | $107,525-40.7% | $74,304-14.2% |
| Participation rate | 43.9% | 59.6%-15.6pp | 75.1%-31.1pp | 60.3%-16.4pp |
| Annual return | 71.82% | 23.52%+48.3pp | 181.32%-109.5pp | 29.43%+42.4pp |
| Employer contribution / active EE | $1,470 | $2,757-46.7% | $3,754-60.8% | $2,241-34.4% |
| Participant deferral / active EE | $3,221 | $3,554-9.4% | $5,116-37.0% | $3,767-14.5% |
| Admin fee / account holder | $8,312 | $3,727+123.0% | $8,919-6.8% | $2,969+180.0% |