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 | $33,145 | $59,417-44.2% | $93,606-64.6% | $74,495-55.5% |
| Participation rate | 54.4% | 59.7%-5.3pp | 68.7%-14.4pp | 67.2%-12.8pp |
| Annual return | 12.78% | 81.83%-69.1pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $900 | $1,264-28.8% | $2,420-62.8% | $2,623-65.7% |
| Participant deferral / active EE | $2,852 | $3,050-6.5% | $4,411-35.3% | $4,346-34.4% |
| Admin fee / account holder | $7,030 | $3,021+132.7% | $8,285-15.2% | $1,942+262.0% |