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 | $29,026 | $85,202-65.9% | $172,739-83.2% | $72,985-60.2% |
| Participation rate | 49.2% | 70.1%-20.9pp | 82.6%-33.5pp | 69.5%-20.3pp |
| Annual return | 38.19% | 27.32%+10.9pp | 802.84%-764.6pp | 81.00%-42.8pp |
| Employer contribution / active EE | $413 | $3,324-87.6% | $5,143-92.0% | $2,440-83.1% |
| Participant deferral / active EE | $2,282 | $3,260-30.0% | $5,198-56.1% | $3,607-36.7% |
| Admin fee / account holder | $10,345 | $5,884+75.8% | $13,954-25.9% | $5,124+101.9% |