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 | $45,599 | $88,087-48.2% | $164,866-72.3% | $74,546-38.8% |
| Participation rate | 39.2% | 73.1%-33.9pp | 78.6%-39.4pp | 67.2%-28.0pp |
| Annual return | 19.03% | 17.27%+1.8pp | 69.97%-50.9pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $791 | $2,595-69.5% | $4,343-81.8% | $2,624-69.9% |
| Participant deferral / active EE | $2,705 | $4,499-39.9% | $6,033-55.2% | $4,347-37.8% |
| Admin fee / account holder | $12,957 | $2,232+480.6% | $12,689+2.1% | $1,944+566.6% |