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 | $58,756 | $51,736+13.6% | $120,225-51.1% | $67,986-13.6% |
| Participation rate | 21.6% | 46.1%-24.5pp | 69.6%-48.0pp | 57.2%-35.6pp |
| Annual return | 14.37% | 31.98%-17.6pp | 439.23%-424.9pp | 31.67%-17.3pp |
| Employer contribution / active EE | $508 | $1,071-52.6% | $3,475-85.4% | $2,019-74.8% |
| Participant deferral / active EE | $1,408 | $2,206-36.2% | $3,999-64.8% | $3,358-58.1% |
| Admin fee / account holder | $23,048 | $4,159+454.2% | $5,696+304.6% | $3,203+619.5% |