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 | $37,520 | $79,171-52.6% | $102,423-63.4% | $74,495-49.6% |
| Participation rate | 53.4% | 74.8%-21.4pp | 76.5%-23.1pp | 67.2%-13.8pp |
| Annual return | 14.56% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $984 | $2,362-58.4% | $3,023-67.5% | $2,623-62.5% |
| Participant deferral / active EE | $2,771 | $4,415-37.2% | $5,053-45.2% | $4,346-36.2% |
| Admin fee / account holder | $12,933 | $2,001+546.4% | $9,451+36.8% | $1,942+566.1% |