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 | $33,255 | $99,079-66.4% | $77,999-57.4% | $273,961-87.9% |
| Participation rate | 25.0% | 78.6%-53.6pp | 75.5%-50.5pp | 83.0%-58.0pp |
| Annual return | 3.54% | 217.93%-214.4pp | 425.96%-422.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,470 | $3,308-55.6% | $2,470-40.5% | $4,869-69.8% |
| Participant deferral / active EE | $5,074 | $4,306+17.8% | $3,497+45.1% | $5,287-4.0% |
| Admin fee / account holder | $10,024 | $8,954+12.0% | $5,480+82.9% | $10,132-1.1% |