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 | $37,583 | $79,171-52.5% | $102,423-63.3% | $74,495-49.5% |
| Participation rate | 42.4% | 74.8%-32.4pp | 76.5%-34.1pp | 67.2%-24.8pp |
| Annual return | 14.56% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,230 | $2,362-48.0% | $3,023-59.3% | $2,623-53.1% |
| Participant deferral / active EE | $2,286 | $4,415-48.2% | $5,053-54.8% | $4,346-47.4% |
| Admin fee / account holder | $2,736 | $2,001+36.7% | $9,451-71.1% | $1,942+40.9% |