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 | $41,909 | $80,753-48.1% | $136,294-69.3% | $62,292-32.7% |
| Participation rate | 48.1% | 73.5%-25.5pp | 81.9%-33.8pp | 69.5%-21.4pp |
| Annual return | 29.50% | 35.83%-6.3pp | 5155.94%-5126.4pp | 28.90%+0.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,726 | $5,164-27.8% | $6,247-40.4% | $3,169+17.6% |
| Admin fee / account holder | $2,659 | $525+406.0% | $9,243-71.2% | $479+454.6% |