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 | $63,612 | $79,171-19.7% | $102,423-37.9% | $74,495-14.6% |
| Participation rate | 47.7% | 74.8%-27.1pp | 76.5%-28.8pp | 67.2%-19.5pp |
| Annual return | 21.09% | 54.93%-33.8pp | 29.32%-8.2pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,085 | $2,362-54.1% | $3,023-64.1% | $2,623-58.6% |
| Participant deferral / active EE | $2,375 | $4,415-46.2% | $5,053-53.0% | $4,346-45.4% |
| Admin fee / account holder | $9,435 | $2,001+371.6% | $9,451-0.2% | $1,942+385.9% |