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 | $33,852 | $96,635-65.0% | $86,612-60.9% | $139,434-75.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.54% | 106.41%-91.9pp | 591.07%-576.5pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,285 | $3,263-60.6% | $3,022-57.5% | $4,751-73.0% |
| Participant deferral / active EE | $4,409 | $4,836-8.8% | $4,438-0.6% | $6,710-34.3% |
| Admin fee / account holder | $14,141 | $6,408+120.7% | $5,614+151.9% | $11,403+24.0% |