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 | $51,092 | $59,417-14.0% | $93,606-45.4% | $74,495-31.4% |
| Participation rate | 50.3% | 59.7%-9.3pp | 68.7%-18.4pp | 67.2%-16.9pp |
| Annual return | 11.28% | 81.83%-70.6pp | 133.20%-121.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $843 | $1,264-33.3% | $2,420-65.2% | $2,623-67.9% |
| Participant deferral / active EE | $2,678 | $3,050-12.2% | $4,411-39.3% | $4,346-38.4% |
| Admin fee / account holder | $3,934 | $3,021+30.2% | $8,285-52.5% | $1,942+102.6% |