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 | $44,637 | $65,409-31.8% | $98,442-54.7% | $85,850-48.0% |
| Participation rate | 45.0% | 65.0%-20.0pp | 73.3%-28.3pp | 69.3%-24.3pp |
| Annual return | 19.83% | 21.76%-1.9pp | 1492.73%-1472.9pp | 318.53%-298.7pp |
| Employer contribution / active EE | $280 | $2,168-87.1% | $2,960-90.5% | $2,565-89.1% |
| Participant deferral / active EE | $1,201 | $3,166-62.1% | $4,276-71.9% | $3,952-69.6% |
| Admin fee / account holder | $24,725 | $4,593+438.4% | $5,949+315.6% | $6,260+295.0% |