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 | $46,747 | $99,957-53.2% | $149,696-68.8% | $73,488-36.4% |
| Participation rate | 54.5% | 75.7%-21.2pp | 82.5%-28.0pp | 70.7%-16.2pp |
| Annual return | 19.99% | 53.87%-33.9pp | 276.60%-256.6pp | 28.51%-8.5pp |
| Employer contribution / active EE | $2,059 | $3,191-35.5% | $4,644-55.7% | $2,270-9.3% |
| Participant deferral / active EE | $4,201 | $6,073-30.8% | $6,842-38.6% | $3,740+12.3% |
| Admin fee / account holder | $1,355 | $551+146.1% | $9,309-85.4% | $513+164.1% |