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 9-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 | $24,728 | $64,839-61.9% | $95,585-74.1% | $84,808-70.8% |
| Participation rate | 36.2% | 63.8%-27.6pp | 72.1%-35.9pp | 68.3%-32.1pp |
| Annual return | 15.80% | -670.96%+686.8pp | 38.56%-22.8pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,059 | $1,759-39.8% | $2,527-58.1% | $2,631-59.8% |
| Participant deferral / active EE | $1,808 | $2,965-39.0% | $4,023-55.1% | $4,212-57.1% |
| Admin fee / account holder | $11,230 | $5,964+88.3% | $6,127+83.3% | $7,344+52.9% |