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 | $54,610 | $102,317-46.6% | $146,958-62.8% | $80,856-32.5% |
| Participation rate | 64.5% | 75.8%-11.3pp | 82.2%-17.6pp | 67.6%-3.1pp |
| Annual return | 18.40% | 134.76%-116.4pp | 418.34%-399.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,384 | $3,713-62.7% | $4,933-71.9% | $2,755-49.8% |
| Participant deferral / active EE | $2,901 | $6,644-56.3% | $8,070-64.1% | $4,296-32.5% |
| Admin fee / account holder | $15,333 | $7,941+93.1% | $12,998+18.0% | $6,918+121.6% |