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 | $64,078 | $54,701+17.1% | $86,188-25.7% | $71,457-10.3% |
| Participation rate | 33.6% | 60.1%-26.5pp | 69.0%-35.3pp | 67.9%-34.3pp |
| Annual return | 16.36% | 20.06%-3.7pp | 1168.45%-1152.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $709 | $1,265-44.0% | $2,380-70.2% | $2,588-72.6% |
| Participant deferral / active EE | $1,806 | $3,108-41.9% | $3,985-54.7% | $4,289-57.9% |
| Admin fee / account holder | $12,011 | $1,922+525.1% | $6,852+75.3% | $1,587+656.7% |