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 | $39,016 | $58,694-33.5% | $142,863-72.7% | $85,850-54.6% |
| Participation rate | 58.7% | 58.5%+0.2pp | 71.9%-13.2pp | 69.3%-10.6pp |
| Annual return | 12.97% | 27.72%-14.7pp | 5637.54%-5624.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $379 | $1,423-73.4% | $4,144-90.9% | $2,565-85.2% |
| Participant deferral / active EE | $1,412 | $2,607-45.9% | $3,837-63.2% | $3,952-64.3% |
| Admin fee / account holder | $12,656 | $4,239+198.6% | $6,560+92.9% | $6,260+102.2% |