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 | $34,479 | $63,346-45.6% | $92,233-62.6% | $70,131-50.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 15.28% | 530.12%-514.8pp | 176.28%-161.0pp | 73.14%-57.9pp |
| Employer contribution / active EE | $2,290 | $2,471-7.3% | $3,679-37.8% | $2,342-2.3% |
| Participant deferral / active EE | $4,176 | $2,854+46.3% | $3,897+7.2% | $3,332+25.4% |
| Admin fee / account holder | $1,696 | $3,840-55.8% | $5,194-67.3% | $4,645-63.5% |