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 | $75,106 | $89,739-16.3% | $149,718-49.8% | $62,292+20.6% |
| Participation rate | 48.1% | 85.1%-37.0pp | 87.1%-38.9pp | 69.5%-21.4pp |
| Annual return | 16.15% | 21.01%-4.9pp | 1501.63%-1485.5pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,556 | $3,233-51.9% | $5,445-71.4% | $2,042-23.8% |
| Participant deferral / active EE | $4,343 | $4,797-9.5% | $6,569-33.9% | $3,169+37.1% |
| Admin fee / account holder | $3,747 | $551+579.8% | $11,283-66.8% | $479+681.7% |