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 | $54,036 | $78,483-31.1% | $106,201-49.1% | $74,546-27.5% |
| Participation rate | 65.7% | 72.8%-7.1pp | 75.3%-9.6pp | 67.2%-1.5pp |
| Annual return | 13.29% | 15.94%-2.7pp | 116.26%-103.0pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $755 | $2,522-70.1% | $3,170-76.2% | $2,624-71.2% |
| Participant deferral / active EE | $3,228 | $4,320-25.3% | $5,012-35.6% | $4,347-25.8% |
| Admin fee / account holder | $10,900 | $2,236+387.6% | $11,039-1.3% | $1,944+460.8% |