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 | $64,419 | $48,570+32.6% | $130,648-50.7% | $72,985-11.7% |
| Participation rate | 32.1% | 58.6%-26.5pp | 71.7%-39.7pp | 69.5%-37.4pp |
| Annual return | 24.20% | 38.63%-14.4pp | 1708.96%-1684.8pp | 81.00%-56.8pp |
| Employer contribution / active EE | $777 | $1,334-41.8% | $4,092-81.0% | $2,440-68.2% |
| Participant deferral / active EE | $1,957 | $2,384-17.9% | $3,603-45.7% | $3,607-45.7% |
| Admin fee / account holder | $8,526 | $3,549+140.2% | $5,464+56.0% | $5,124+66.4% |