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 | $44,501 | $91,538-51.4% | $129,995-65.8% | $75,163-40.8% |
| Participation rate | 49.3% | 71.4%-22.2pp | 78.5%-29.2pp | 67.2%-17.9pp |
| Annual return | 14.96% | -631.11%+646.1pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,554 | $2,845-45.4% | $4,320-64.0% | $2,670-41.8% |
| Participant deferral / active EE | $2,585 | $4,341-40.5% | $5,820-55.6% | $4,125-37.3% |
| Admin fee / account holder | $729 | $6,790-89.3% | $10,614-93.1% | $5,651-87.1% |