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 | $34,821 | $59,402-41.4% | $93,654-62.8% | $74,546-53.3% |
| Participation rate | 50.9% | 59.7%-8.8pp | 68.7%-17.9pp | 67.2%-16.3pp |
| Annual return | 17.77% | 81.86%-64.1pp | 133.34%-115.6pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $607 | $1,265-52.0% | $2,421-74.9% | $2,624-76.9% |
| Participant deferral / active EE | $2,829 | $3,049-7.2% | $4,413-35.9% | $4,347-34.9% |
| Admin fee / account holder | $3,842 | $3,023+27.1% | $8,282-53.6% | $1,944+97.7% |