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 | $53,304 | $111,724-52.3% | $93,606-43.1% | $145,922-63.5% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.8pp |
| Annual return | 11.19% | 202.98%-191.8pp | 133.20%-122.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,345 | $3,090-56.5% | $2,420-44.4% | $4,660-71.1% |
| Participant deferral / active EE | $1,919 | $4,912-60.9% | $4,411-56.5% | $6,688-71.3% |
| Admin fee / account holder | $96,856 | $10,250+845.0% | $8,285+1069.0% | $13,397+623.0% |