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 | $32,567 | $50,666-35.7% | $76,817-57.6% | $65,185-50.0% |
| Participation rate | 44.4% | 68.8%-24.4pp | 72.1%-27.6pp | 70.2%-25.8pp |
| Annual return | 21.53% | 28.51%-7.0pp | 1166.11%-1144.6pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,074 | $1,575-31.8% | $2,302-53.3% | $2,177-50.6% |
| Participant deferral / active EE | $2,229 | $2,647-15.8% | $3,336-33.2% | $3,514-36.6% |
| Admin fee / account holder | $2,521 | $463+444.5% | $6,420-60.7% | $847+197.6% |