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 | $59,156 | $41,078+44.0% | $80,569-26.6% | $71,457-17.2% |
| Participation rate | 59.5% | 50.2%+9.3pp | 67.0%-7.5pp | 67.9%-8.4pp |
| Annual return | 15.37% | 38.45%-23.1pp | 935.43%-920.1pp | 28.85%-13.5pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,832 | $2,699+4.9% | $4,447-36.3% | $4,289-34.0% |
| Admin fee / account holder | $9,473 | $1,840+414.7% | $5,377+76.2% | $1,587+496.8% |