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 | $44,300 | $58,208-23.9% | $81,812-45.9% | $80,856-45.2% |
| Participation rate | 64.5% | 63.4%+1.1pp | 72.3%-7.8pp | 67.6%-3.1pp |
| Annual return | 16.29% | 41.66%-25.4pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,438 | $2,340-38.5% | $2,912-50.6% | $2,755-47.8% |
| Participant deferral / active EE | $3,402 | $3,281+3.7% | $4,319-21.2% | $4,296-20.8% |
| Admin fee / account holder | $17,021 | $4,981+241.7% | $7,386+130.4% | $6,918+146.0% |