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 | $27,287 | $55,415-50.8% | $155,509-82.5% | $74,495-63.4% |
| Participation rate | 43.4% | 61.9%-18.5pp | 78.2%-34.7pp | 67.2%-23.8pp |
| Annual return | 14.33% | 268.50%-254.2pp | 64.67%-50.3pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $570 | $2,267-74.9% | $4,672-87.8% | $2,623-78.3% |
| Participant deferral / active EE | $1,121 | $2,836-60.5% | $5,626-80.1% | $4,346-74.2% |
| Admin fee / account holder | $2,814 | $1,738+61.9% | $15,912-82.3% | $1,942+44.9% |