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 | $59,670 | $79,171-24.6% | $102,423-41.7% | $74,495-19.9% |
| Participation rate | 50.0% | 74.8%-24.8pp | 76.5%-26.5pp | 67.2%-17.2pp |
| Annual return | 15.60% | 54.93%-39.3pp | 29.32%-13.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,121 | $2,362-52.6% | $3,023-62.9% | $2,623-57.3% |
| Participant deferral / active EE | $3,319 | $4,415-24.8% | $5,053-34.3% | $4,346-23.6% |
| Admin fee / account holder | $5,666 | $2,001+183.2% | $9,451-40.0% | $1,942+191.8% |