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 | $59,133 | $51,576+14.7% | $129,207-54.2% | $80,856-26.9% |
| Participation rate | 46.2% | 57.0%-10.8pp | 69.6%-23.5pp | 67.6%-21.5pp |
| Annual return | 12.41% | 20.81%-8.4pp | 9417.33%-9404.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $512 | $1,584-67.6% | $4,153-87.7% | $2,755-81.4% |
| Participant deferral / active EE | $1,515 | $2,669-43.2% | $4,168-63.6% | $4,296-64.7% |
| Admin fee / account holder | $29,664 | $4,305+589.1% | $7,715+284.5% | $6,918+328.8% |