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 | $57,822 | $61,774-6.4% | $97,226-40.5% | $80,856-28.5% |
| Participation rate | 42.9% | 63.5%-20.6pp | 72.7%-29.8pp | 67.6%-24.8pp |
| Annual return | 14.59% | -557.90%+572.5pp | 75.13%-60.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,100 | $1,837-40.1% | $2,729-59.7% | $2,755-60.1% |
| Participant deferral / active EE | $1,561 | $3,029-48.5% | $4,264-63.4% | $4,296-63.7% |
| Admin fee / account holder | $9,192 | $5,166+77.9% | $5,654+62.6% | $6,918+32.9% |