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 | $22,754 | $29,051-21.7% | $52,425-56.6% | $67,986-66.5% |
| Participation rate | 67.2% | 30.4%+36.7pp | 55.6%+11.5pp | 57.2%+9.9pp |
| Annual return | 15.74% | 24.00%-8.3pp | 302.12%-286.4pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,240 | $412+201.1% | $914+35.6% | $2,019-38.6% |
| Participant deferral / active EE | $1,622 | $873+85.8% | $1,790-9.4% | $3,358-51.7% |
| Admin fee / account holder | $13,687 | $2,113+547.8% | $2,495+448.6% | $3,203+327.3% |