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 | $26,314 | $55,415-52.5% | $155,509-83.1% | $74,495-64.7% |
| Participation rate | 59.6% | 61.9%-2.3pp | 78.2%-18.6pp | 67.2%-7.6pp |
| Annual return | 12.08% | 268.50%-256.4pp | 64.67%-52.6pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $565 | $2,267-75.1% | $4,672-87.9% | $2,623-78.5% |
| Participant deferral / active EE | $974 | $2,836-65.6% | $5,626-82.7% | $4,346-77.6% |
| Admin fee / account holder | $9,553 | $1,738+449.6% | $15,912-40.0% | $1,942+392.0% |