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 | $69,330 | $59,417+16.7% | $93,606-25.9% | $74,495-6.9% |
| Participation rate | 40.0% | 59.7%-19.7pp | 68.7%-28.7pp | 67.2%-27.2pp |
| Annual return | 12.32% | 81.83%-69.5pp | 133.20%-120.9pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,082 | $1,264-14.4% | $2,420-55.3% | $2,623-58.8% |
| Participant deferral / active EE | $2,382 | $3,050-21.9% | $4,411-46.0% | $4,346-45.2% |
| Admin fee / account holder | $21,596 | $3,021+614.8% | $8,285+160.7% | $1,942+1012.2% |