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 | $47,926 | $65,862-27.2% | $124,672-61.6% | $79,386-39.6% |
| Participation rate | 41.5% | 62.2%-20.7pp | 74.6%-33.1pp | 70.7%-29.2pp |
| Annual return | 13.89% | 19.02%-5.1pp | 5142.93%-5129.0pp | 116.85%-103.0pp |
| Employer contribution / active EE | $1,325 | $1,883-29.6% | $3,324-60.1% | $2,427-45.4% |
| Participant deferral / active EE | $3,826 | $2,772+38.0% | $4,614-17.1% | $4,046-5.4% |
| Admin fee / account holder | $11,406 | $673+1595.5% | $7,493+52.2% | $626+1720.8% |