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 | $77,929 | $59,263+31.5% | $96,562-19.3% | $79,386-1.8% |
| Participation rate | 14.3% | 61.9%-47.6pp | 69.8%-55.5pp | 70.7%-56.4pp |
| Annual return | 12.56% | 27.07%-14.5pp | 37.78%-25.2pp | 116.85%-104.3pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,440 | $2,948-17.2% | $3,849-36.6% | $4,046-39.7% |
| Admin fee / account holder | $8,488 | $658+1189.1% | $6,181+37.3% | $626+1254.9% |