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 | $76,215 | $100,773-24.4% | $88,946-14.3% | $142,382-46.5% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.8%-21.5pp | 80.1%-32.8pp |
| Annual return | 12.83% | 70.18%-57.3pp | 57.82%-45.0pp | 217.08%-204.2pp |
| Employer contribution / active EE | $882 | $2,918-69.8% | $2,555-65.5% | $4,299-79.5% |
| Participant deferral / active EE | $3,187 | $5,230-39.1% | $4,581-30.4% | $6,507-51.0% |
| Admin fee / account holder | $26,476 | $9,693+173.1% | $8,261+220.5% | $12,624+109.7% |