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 | $67,010 | $65,409+2.4% | $98,442-31.9% | $85,850-21.9% |
| Participation rate | 51.8% | 65.0%-13.2pp | 73.3%-21.6pp | 69.3%-17.5pp |
| Annual return | 13.30% | 21.76%-8.5pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,160 | $2,168-46.5% | $2,960-60.8% | $2,565-54.8% |
| Participant deferral / active EE | $1,683 | $3,166-46.8% | $4,276-60.6% | $3,952-57.4% |
| Admin fee / account holder | $11,310 | $4,593+146.3% | $5,949+90.1% | $6,260+80.7% |