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 | $24,167 | $41,078-41.2% | $80,569-70.0% | $71,457-66.2% |
| Participation rate | 52.4% | 50.2%+2.2pp | 67.0%-14.6pp | 67.9%-15.5pp |
| Annual return | 15.24% | 38.45%-23.2pp | 935.43%-920.2pp | 28.85%-13.6pp |
| Employer contribution / active EE | $846 | $1,506-43.8% | $2,723-69.0% | $2,588-67.3% |
| Participant deferral / active EE | $1,754 | $2,699-35.0% | $4,447-60.6% | $4,289-59.1% |
| Admin fee / account holder | $1,040 | $1,840-43.5% | $5,377-80.7% | $1,587-34.5% |