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 | $79,455 | $57,354+38.5% | $83,848-5.2% | $64,186+23.8% |
| Participation rate | 20.7% | 68.6%-47.9pp | 76.1%-55.5pp | 69.6%-48.9pp |
| Annual return | 42.61% | 11.38%+31.2pp | 850.88%-808.3pp | 7.63%+35.0pp |
| Employer contribution / active EE | $568 | $2,545-77.7% | $3,631-84.4% | $2,381-76.2% |
| Participant deferral / active EE | $1,777 | $2,993-40.6% | $4,082-56.5% | $3,470-48.8% |
| Admin fee / account holder | $42,244 | $4,046+944.2% | $5,478+671.1% | $4,888+764.2% |