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 | $51,126 | $59,417-14.0% | $93,606-45.4% | $74,495-31.4% |
| Participation rate | 60.3% | 59.7%+0.7pp | 68.7%-8.4pp | 67.2%-6.9pp |
| Annual return | 14.52% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $636 | $1,264-49.7% | $2,420-73.7% | $2,623-75.8% |
| Participant deferral / active EE | $3,013 | $3,050-1.2% | $4,411-31.7% | $4,346-30.7% |
| Admin fee / account holder | $4,750 | $3,021+57.2% | $8,285-42.7% | $1,942+144.6% |