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 | $31,355 | $118,849-73.6% | $96,562-67.5% | $167,490-81.3% |
| Participation rate | 28.6% | 75.5%-46.9pp | 69.8%-41.2pp | 82.1%-53.5pp |
| Annual return | 16.59% | 50.49%-33.9pp | 37.78%-21.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,229 | $3,120-60.6% | $2,356-47.8% | $4,837-74.6% |
| Participant deferral / active EE | $2,046 | $4,616-55.7% | $3,849-46.8% | $6,341-67.7% |
| Admin fee / account holder | $22,623 | $8,065+180.5% | $6,181+266.0% | $12,309+83.8% |