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 | $67,961 | $80,724-15.8% | $103,333-34.2% | $74,495-8.8% |
| Participation rate | 42.7% | 65.7%-22.9pp | 74.5%-31.8pp | 67.2%-24.5pp |
| Annual return | 28.19% | 27.56%+0.6pp | 24.88%+3.3pp | 1364.94%-1336.8pp |
| Employer contribution / active EE | $1,569 | $3,157-50.3% | $3,868-59.4% | $2,623-40.2% |
| Participant deferral / active EE | $2,166 | $3,860-43.9% | $5,057-57.2% | $4,346-50.2% |
| Admin fee / account holder | $4,576 | $2,368+93.2% | $8,355-45.2% | $1,942+135.7% |