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 | $24,326 | $45,566-46.6% | $64,105-62.1% | $59,632-59.2% |
| Participation rate | 65.5% | 60.2%+5.3pp | 68.2%-2.7pp | 68.7%-3.2pp |
| Annual return | 53.07% | 4.95%+48.1pp | 791.24%-738.2pp | 2041.28%-1988.2pp |
| Employer contribution / active EE | $922 | $934-1.3% | $1,820-49.3% | $2,203-58.1% |
| Participant deferral / active EE | $2,557 | $2,057+24.3% | $2,822-9.4% | $3,192-19.9% |
| Admin fee / account holder | $21,458 | $3,268+556.7% | $4,499+376.9% | $4,297+399.4% |