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 | $44,379 | $38,365+15.7% | $84,611-47.5% | $65,185-31.9% |
| Participation rate | 13.1% | 55.7%-42.6pp | 68.2%-55.2pp | 70.2%-57.1pp |
| Annual return | 20.31% | 32.00%-11.7pp | 258.74%-238.4pp | 29.38%-9.1pp |
| Employer contribution / active EE | $473 | $1,258-62.4% | $2,652-82.1% | $2,177-78.2% |
| Participant deferral / active EE | $842 | $2,278-63.0% | $3,899-78.4% | $3,514-76.0% |
| Admin fee / account holder | $3,482 | $451+671.4% | $4,912-29.1% | $847+311.0% |