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 | $60,096 | $117,841-49.0% | $102,423-41.3% | $145,922-58.8% |
| Participation rate | 45.5% | 78.6%-33.1pp | 76.5%-31.0pp | 80.3%-34.8pp |
| Annual return | 10.89% | 31.65%-20.8pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $959 | $3,615-73.5% | $3,023-68.3% | $4,660-79.4% |
| Participant deferral / active EE | $2,105 | $5,731-63.3% | $5,053-58.3% | $6,688-68.5% |
| Admin fee / account holder | $19,763 | $13,326+48.3% | $9,451+109.1% | $13,397+47.5% |