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 | $71,995 | $79,171-9.1% | $102,423-29.7% | $74,495-3.4% |
| Participation rate | 38.7% | 74.8%-36.1pp | 76.5%-37.8pp | 67.2%-28.5pp |
| Annual return | 12.28% | 54.93%-42.7pp | 29.32%-17.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $839 | $2,362-64.5% | $3,023-72.2% | $2,623-68.0% |
| Participant deferral / active EE | $2,326 | $4,415-47.3% | $5,053-54.0% | $4,346-46.5% |
| Admin fee / account holder | $5,012 | $2,001+150.5% | $9,451-47.0% | $1,942+158.1% |