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 | $38,627 | $96,128-59.8% | $136,007-71.6% | $80,856-52.2% |
| Participation rate | 49.4% | 71.2%-21.8pp | 76.5%-27.0pp | 67.6%-18.2pp |
| Annual return | 17.18% | 28.71%-11.5pp | 579.32%-562.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,757 | $3,351-47.6% | $4,217-58.3% | $2,755-36.2% |
| Participant deferral / active EE | $2,290 | $5,709-59.9% | $7,025-67.4% | $4,296-46.7% |
| Admin fee / account holder | $8,086 | $8,236-1.8% | $6,858+17.9% | $6,918+16.9% |