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 | $49,834 | $99,079-49.7% | $77,999-36.1% | $273,961-81.8% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 13.96% | 217.93%-204.0pp | 425.96%-412.0pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,825 | $3,308-44.8% | $2,470-26.1% | $4,869-62.5% |
| Participant deferral / active EE | $6,259 | $4,306+45.3% | $3,497+79.0% | $5,287+18.4% |
| Admin fee / account holder | $18,644 | $8,954+108.2% | $5,480+240.2% | $10,132+84.0% |