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 | $34,063 | $58,264-41.5% | $86,612-60.7% | $71,457-52.3% |
| Participation rate | 51.1% | 65.0%-13.8pp | 71.7%-20.6pp | 67.9%-16.8pp |
| Annual return | 19.41% | 21.63%-2.2pp | 591.07%-571.7pp | 28.85%-9.4pp |
| Employer contribution / active EE | $501 | $2,574-80.5% | $3,022-83.4% | $2,588-80.6% |
| Participant deferral / active EE | $2,364 | $3,436-31.2% | $4,438-46.7% | $4,289-44.9% |
| Admin fee / account holder | $5,509 | $1,057+421.2% | $5,614-1.9% | $1,587+247.1% |