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 | $43,692 | $79,171-44.8% | $102,423-57.3% | $74,495-41.3% |
| Participation rate | 38.0% | 74.8%-36.8pp | 76.5%-38.5pp | 67.2%-29.2pp |
| Annual return | 62.58% | 54.93%+7.6pp | 29.32%+33.3pp | 1364.94%-1302.4pp |
| Employer contribution / active EE | $1,186 | $2,362-49.8% | $3,023-60.8% | $2,623-54.8% |
| Participant deferral / active EE | $2,273 | $4,415-48.5% | $5,053-55.0% | $4,346-47.7% |
| Admin fee / account holder | $6,810 | $2,001+240.4% | $9,451-27.9% | $1,942+250.7% |