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 | $59,722 | $89,248-33.1% | $136,007-56.1% | $74,495-19.8% |
| Participation rate | 56.3% | 69.4%-13.2pp | 76.5%-20.2pp | 67.2%-11.0pp |
| Annual return | 12.38% | 22.76%-10.4pp | 579.32%-566.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,665 | $2,838-41.3% | $4,217-60.5% | $2,623-36.5% |
| Participant deferral / active EE | $3,412 | $4,598-25.8% | $7,025-51.4% | $4,346-21.5% |
| Admin fee / account holder | $5,668 | $1,545+266.8% | $6,858-17.4% | $1,942+191.9% |