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 | $56,027 | $60,323-7.1% | $81,812-31.5% | $74,495-24.8% |
| Participation rate | 42.6% | 62.9%-20.2pp | 72.3%-29.7pp | 67.2%-24.6pp |
| Annual return | 11.89% | 16.90%-5.0pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,226 | $2,620-53.2% | $2,912-57.9% | $2,623-53.2% |
| Participant deferral / active EE | $2,036 | $3,387-39.9% | $4,319-52.9% | $4,346-53.1% |
| Admin fee / account holder | $4,876 | $1,486+228.2% | $7,386-34.0% | $1,942+151.1% |