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 | $58,025 | $59,417-2.3% | $93,606-38.0% | $74,495-22.1% |
| Participation rate | 58.1% | 59.7%-1.6pp | 68.7%-10.7pp | 67.2%-9.1pp |
| Annual return | 11.02% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $983 | $1,264-22.2% | $2,420-59.4% | $2,623-62.5% |
| Participant deferral / active EE | $2,559 | $3,050-16.1% | $4,411-42.0% | $4,346-41.1% |
| Admin fee / account holder | $9,870 | $3,021+226.7% | $8,285+19.1% | $1,942+408.3% |