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 | $39,440 | $79,171-50.2% | $102,423-61.5% | $74,495-47.1% |
| Participation rate | 39.3% | 74.8%-35.5pp | 76.5%-37.1pp | 67.2%-27.9pp |
| Annual return | 32.20% | 54.93%-22.7pp | 29.32%+2.9pp | 1364.94%-1332.7pp |
| Employer contribution / active EE | $1,469 | $2,362-37.8% | $3,023-51.4% | $2,623-44.0% |
| Participant deferral / active EE | $3,152 | $4,415-28.6% | $5,053-37.6% | $4,346-27.5% |
| Admin fee / account holder | $832 | $2,001-58.4% | $9,451-91.2% | $1,942-57.2% |