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 | $36,731 | $56,114-34.5% | $96,139-61.8% | $85,850-57.2% |
| Participation rate | 50.0% | 56.7%-6.7pp | 68.4%-18.4pp | 69.3%-19.3pp |
| Annual return | 27.73% | 42.30%-14.6pp | 191.94%-164.2pp | 318.53%-290.8pp |
| Employer contribution / active EE | $1,102 | $1,620-32.0% | $2,797-60.6% | $2,565-57.1% |
| Participant deferral / active EE | $2,306 | $2,859-19.4% | $4,349-47.0% | $3,952-41.7% |
| Admin fee / account holder | $6,735 | $3,768+78.7% | $5,537+21.6% | $6,260+7.6% |