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 | $74,993 | $88,087-14.9% | $164,866-54.5% | $74,546+0.6% |
| Participation rate | 46.7% | 73.1%-26.4pp | 78.6%-31.9pp | 67.2%-20.5pp |
| Annual return | 11.52% | 17.27%-5.7pp | 69.97%-58.4pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,307 | $2,595-49.7% | $4,343-69.9% | $2,624-50.2% |
| Participant deferral / active EE | $3,220 | $4,499-28.4% | $6,033-46.6% | $4,347-25.9% |
| Admin fee / account holder | $4,620 | $2,232+107.0% | $12,689-63.6% | $1,944+137.7% |