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 | $35,122 | $58,726-40.2% | $92,233-61.9% | $62,292-43.6% |
| Participation rate | 52.3% | 68.3%-16.1pp | 76.5%-24.2pp | 69.5%-17.3pp |
| Annual return | 19.55% | 43.62%-24.1pp | 176.28%-156.7pp | 28.90%-9.3pp |
| Employer contribution / active EE | $2,432 | $2,392+1.7% | $3,679-33.9% | $2,042+19.1% |
| Participant deferral / active EE | $4,175 | $2,766+51.0% | $3,897+7.2% | $3,169+31.8% |
| Admin fee / account holder | $2,024 | $556+263.7% | $5,194-61.0% | $479+322.2% |