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 | $39,881 | $42,546-6.3% | $71,796-44.5% | $55,167-27.7% |
| Participation rate | 49.1% | 59.1%-10.0pp | 69.1%-20.0pp | 69.0%-19.9pp |
| Annual return | 6.22% | 12.36%-6.1pp | 78.04%-71.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $387 | $803-51.8% | $1,924-79.9% | $1,963-80.3% |
| Participant deferral / active EE | $2,048 | $2,064-0.8% | $2,794-26.7% | $3,054-33.0% |
| Admin fee / account holder | $3,956 | $650+509.0% | $4,815-17.8% | $504+685.1% |