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 | $39,090 | $123,909-68.5% | $69,647-43.9% | $145,922-73.2% |
| Participation rate | 38.9% | 69.2%-30.3pp | 66.5%-27.6pp | 80.3%-41.4pp |
| Annual return | 8.37% | 190.55%-182.2pp | 100.48%-92.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $372 | $2,682-86.1% | $1,712-78.3% | $4,660-92.0% |
| Participant deferral / active EE | $1,702 | $4,236-59.8% | $2,886-41.0% | $6,688-74.6% |
| Admin fee / account holder | $20,488 | $7,863+160.6% | $4,713+334.7% | $13,397+52.9% |