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 | $40,107 | $55,415-27.6% | $155,509-74.2% | $74,495-46.2% |
| Participation rate | 37.3% | 61.9%-24.6pp | 78.2%-40.9pp | 67.2%-29.9pp |
| Annual return | 11.19% | 268.50%-257.3pp | 64.67%-53.5pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $519 | $2,267-77.1% | $4,672-88.9% | $2,623-80.2% |
| Participant deferral / active EE | $893 | $2,836-68.5% | $5,626-84.1% | $4,346-79.5% |
| Admin fee / account holder | $4,517 | $1,738+159.8% | $15,912-71.6% | $1,942+132.6% |