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 | $33,604 | $55,472-39.4% | $155,567-78.4% | $74,546-54.9% |
| Participation rate | 50.7% | 61.9%-11.2pp | 78.2%-27.5pp | 67.2%-16.5pp |
| Annual return | 14.66% | 268.72%-254.1pp | 64.74%-50.1pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $1,421 | $2,269-37.4% | $4,674-69.6% | $2,624-45.9% |
| Participant deferral / active EE | $2,565 | $2,838-9.6% | $5,628-54.4% | $4,347-41.0% |
| Admin fee / account holder | $3,858 | $1,743+121.4% | $15,916-75.8% | $1,944+98.5% |