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 | $56,602 | $80,753-29.9% | $136,294-58.5% | $62,292-9.1% |
| Participation rate | 63.7% | 73.5%-9.8pp | 81.9%-18.2pp | 69.5%-5.8pp |
| Annual return | 19.68% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,516 | $2,884-12.8% | $4,695-46.4% | $2,042+23.2% |
| Participant deferral / active EE | $4,169 | $5,164-19.3% | $6,247-33.3% | $3,169+31.5% |
| Admin fee / account holder | $2,526 | $525+380.8% | $9,243-72.7% | $479+427.0% |