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 | $62,904 | $58,264+8.0% | $86,612-27.4% | $71,457-12.0% |
| Participation rate | 24.1% | 65.0%-40.9pp | 71.7%-47.6pp | 67.9%-43.8pp |
| Annual return | 21.66% | 21.63%0pp | 591.07%-569.4pp | 28.85%-7.2pp |
| Employer contribution / active EE | $528 | $2,574-79.5% | $3,022-82.5% | $2,588-79.6% |
| Participant deferral / active EE | $1,112 | $3,436-67.6% | $4,438-74.9% | $4,289-74.1% |
| Admin fee / account holder | $11,452 | $1,057+983.3% | $5,614+104.0% | $1,587+621.5% |