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 | $65,875 | $39,162+68.2% | $100,671-34.6% | $59,632+10.5% |
| Participation rate | 27.6% | 55.9%-28.3pp | 70.7%-43.1pp | 68.7%-41.1pp |
| Annual return | 21.47% | 21.07%+0.4pp | 20.43%+1.0pp | 2041.28%-2019.8pp |
| Employer contribution / active EE | $294 | $1,151-74.5% | $4,012-92.7% | $2,203-86.7% |
| Participant deferral / active EE | $1,401 | $1,992-29.7% | $3,144-55.4% | $3,192-56.1% |
| Admin fee / account holder | $11,679 | $2,969+293.3% | $4,850+140.8% | $4,297+171.8% |