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 | $23,476 | $54,701-57.1% | $86,188-72.8% | $71,457-67.1% |
| Participation rate | 62.7% | 60.1%+2.6pp | 69.0%-6.2pp | 67.9%-5.2pp |
| Annual return | 14.37% | 20.06%-5.7pp | 1168.45%-1154.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $817 | $1,265-35.4% | $2,380-65.7% | $2,588-68.4% |
| Participant deferral / active EE | $2,419 | $3,108-22.2% | $3,985-39.3% | $4,289-43.6% |
| Admin fee / account holder | $3,334 | $1,922+73.5% | $6,852-51.3% | $1,587+110.1% |