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 | $86,543 | $108,642-20.3% | $74,701+15.9% | $152,861-43.4% |
| Participation rate | 45.0% | 65.3%-20.3pp | 54.5%-9.5pp | 82.4%-37.4pp |
| Annual return | 7.86% | 114.06%-106.2pp | 752.92%-745.1pp | 345.32%-337.5pp |
| Employer contribution / active EE | $571 | $1,503-62.0% | $1,084-47.3% | $4,762-88.0% |
| Participant deferral / active EE | $1,872 | $2,712-31.0% | $1,964-4.7% | $5,850-68.0% |
| Admin fee / account holder | $95,316 | $4,902+1844.2% | $3,333+2759.8% | $11,596+721.9% |