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 | $46,723 | $58,694-20.4% | $142,863-67.3% | $85,850-45.6% |
| Participation rate | 44.2% | 58.5%-14.3pp | 71.9%-27.7pp | 69.3%-25.1pp |
| Annual return | 13.80% | 27.72%-13.9pp | 5637.54%-5623.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $603 | $1,423-57.6% | $4,144-85.5% | $2,565-76.5% |
| Participant deferral / active EE | $2,934 | $2,607+12.5% | $3,837-23.5% | $3,952-25.8% |
| Admin fee / account holder | $21,847 | $4,239+415.4% | $6,560+233.0% | $6,260+249.0% |