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 | $54,972 | $60,323-8.9% | $81,812-32.8% | $74,495-26.2% |
| Participation rate | 31.1% | 62.9%-31.7pp | 72.3%-41.2pp | 67.2%-36.1pp |
| Annual return | 12.60% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $686 | $2,620-73.8% | $2,912-76.5% | $2,623-73.9% |
| Participant deferral / active EE | $1,275 | $3,387-62.4% | $4,319-70.5% | $4,346-70.7% |
| Admin fee / account holder | $10,536 | $1,486+609.1% | $7,386+42.6% | $1,942+442.6% |