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 | $51,197 | $102,317-50.0% | $146,958-65.2% | $80,856-36.7% |
| Participation rate | 40.7% | 75.8%-35.1pp | 82.2%-41.5pp | 67.6%-26.9pp |
| Annual return | 12.15% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,133 | $3,713-69.5% | $4,933-77.0% | $2,755-58.9% |
| Participant deferral / active EE | $5,100 | $6,644-23.2% | $8,070-36.8% | $4,296+18.7% |
| Admin fee / account holder | $20,877 | $7,941+162.9% | $12,998+60.6% | $6,918+201.8% |