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 | $81,595 | $80,812+1.0% | $160,784-49.3% | $82,448-1.0% |
| Participation rate | 56.4% | 66.2%-9.9pp | 77.0%-20.6pp | 68.1%-11.7pp |
| Annual return | 14.33% | 100.59%-86.3pp | 1803.92%-1789.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,414 | $2,174-34.9% | $3,733-62.1% | $2,551-44.6% |
| Participant deferral / active EE | $2,562 | $4,335-40.9% | $6,293-59.3% | $4,139-38.1% |
| Admin fee / account holder | $21,134 | $7,695+174.6% | $9,717+117.5% | $7,234+192.1% |