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 | $70,222 | $58,694+19.6% | $142,863-50.8% | $85,850-18.2% |
| Participation rate | 42.1% | 58.5%-16.4pp | 71.9%-29.8pp | 69.3%-27.2pp |
| Annual return | 13.17% | 27.72%-14.6pp | 5637.54%-5624.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,259 | $1,423-11.5% | $4,144-69.6% | $2,565-50.9% |
| Participant deferral / active EE | $2,124 | $2,607-18.5% | $3,837-44.6% | $3,952-46.3% |
| Admin fee / account holder | $8,565 | $4,239+102.0% | $6,560+30.6% | $6,260+36.8% |