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 | $77,508 | $127,777-39.3% | $106,548-27.3% | $167,490-53.7% |
| Participation rate | 68.4% | 78.3%-9.8pp | 76.1%-7.7pp | 82.1%-13.7pp |
| Annual return | 11.20% | 33.87%-22.7pp | 26.80%-15.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $1,885 | $3,427-45.0% | $2,819-33.1% | $4,837-61.0% |
| Participant deferral / active EE | $3,118 | $5,087-38.7% | $4,398-29.1% | $6,341-50.8% |
| Admin fee / account holder | $21,154 | $11,228+88.4% | $7,407+185.6% | $12,309+71.9% |