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 | $40,984 | $81,460-49.7% | $103,333-60.3% | $80,856-49.3% |
| Participation rate | 52.7% | 66.8%-14.1pp | 74.5%-21.8pp | 67.6%-14.9pp |
| Annual return | 108.55% | 25.55%+83.0pp | 24.88%+83.7pp | 35.59%+73.0pp |
| Employer contribution / active EE | $1,582 | $3,105-49.1% | $3,868-59.1% | $2,755-42.6% |
| Participant deferral / active EE | $3,668 | $3,869-5.2% | $5,057-27.5% | $4,296-14.6% |
| Admin fee / account holder | $13,204 | $6,566+101.1% | $8,355+58.0% | $6,918+90.9% |