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 | $41,580 | $102,966-59.6% | $90,281-53.9% | $152,861-72.8% |
| Participation rate | 47.1% | 75.9%-28.8pp | 73.3%-26.2pp | 82.4%-35.4pp |
| Annual return | 12.54% | 95.16%-82.6pp | 78.10%-65.6pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,349 | $3,139-57.0% | $2,854-52.7% | $4,762-71.7% |
| Participant deferral / active EE | $1,431 | $4,281-66.6% | $3,885-63.2% | $5,850-75.5% |
| Admin fee / account holder | $33,864 | $6,171+448.8% | $5,351+532.8% | $11,596+192.0% |