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 | $55,783 | $118,849-53.1% | $96,562-42.2% | $167,490-66.7% |
| Participation rate | 47.1% | 75.5%-28.4pp | 69.8%-22.8pp | 82.1%-35.0pp |
| Annual return | 9.47% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,689 | $3,120-45.9% | $2,356-28.3% | $4,837-65.1% |
| Participant deferral / active EE | $1,274 | $4,616-72.4% | $3,849-66.9% | $6,341-79.9% |
| Admin fee / account holder | $23,984 | $8,065+197.4% | $6,181+288.0% | $12,309+94.8% |