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 | $70,836 | $64,839+9.2% | $95,585-25.9% | $84,808-16.5% |
| Participation rate | 14.0% | 63.8%-49.9pp | 72.1%-58.1pp | 68.3%-54.4pp |
| Annual return | 21.29% | -670.96%+692.2pp | 38.56%-17.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $513 | $1,759-70.8% | $2,527-79.7% | $2,631-80.5% |
| Participant deferral / active EE | $1,766 | $2,965-40.4% | $4,023-56.1% | $4,212-58.1% |
| Admin fee / account holder | $11,080 | $5,964+85.8% | $6,127+80.8% | $7,344+50.9% |