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 | $63,833 | $60,124+6.2% | $90,404-29.4% | $79,858-20.1% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 17.38% | 71.94%-54.6pp | 1293.02%-1275.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $1,063 | $2,068-48.6% | $3,262-67.4% | $2,471-57.0% |
| Participant deferral / active EE | $1,282 | $2,938-56.4% | $3,963-67.6% | $3,740-65.7% |
| Admin fee / account holder | $15,053 | $3,976+278.5% | $5,611+168.3% | $5,306+183.7% |