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 | $47,493 | $61,774-23.1% | $97,226-51.2% | $80,856-41.3% |
| Participation rate | 51.3% | 63.5%-12.2pp | 72.7%-21.4pp | 67.6%-16.4pp |
| Annual return | 16.97% | -557.90%+574.9pp | 75.13%-58.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,153 | $1,837-37.2% | $2,729-57.7% | $2,755-58.1% |
| Participant deferral / active EE | $2,073 | $3,029-31.6% | $4,264-51.4% | $4,296-51.7% |
| Admin fee / account holder | $3,269 | $5,166-36.7% | $5,654-42.2% | $6,918-52.7% |