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 | $46,258 | $104,475-55.7% | $159,436-71.0% | $79,386-41.7% |
| Participation rate | 67.0% | 76.6%-9.6pp | 82.8%-15.8pp | 70.7%-3.7pp |
| Annual return | 14.46% | 67.95%-53.5pp | 263.57%-249.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $2,661 | $3,417-22.1% | $4,829-44.9% | $2,427+9.6% |
| Participant deferral / active EE | $3,216 | $6,467-50.3% | $7,352-56.3% | $4,046-20.5% |
| Admin fee / account holder | $2,331 | $711+227.8% | $10,799-78.4% | $626+272.1% |