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 | $69,763 | $102,317-31.8% | $146,958-52.5% | $80,856-13.7% |
| Participation rate | 59.5% | 75.8%-16.4pp | 82.2%-22.7pp | 67.6%-8.2pp |
| Annual return | 15.18% | 134.76%-119.6pp | 418.34%-403.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,806 | $3,713-24.4% | $4,933-43.1% | $2,755+1.9% |
| Participant deferral / active EE | $5,927 | $6,644-10.8% | $8,070-26.6% | $4,296+38.0% |
| Admin fee / account holder | $3,822 | $7,941-51.9% | $12,998-70.6% | $6,918-44.8% |