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 | $18,613 | $102,966-81.9% | $90,281-79.4% | $152,861-87.8% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 11.71% | 95.16%-83.5pp | 78.10%-66.4pp | 345.32%-333.6pp |
| Employer contribution / active EE | $1,657 | $3,139-47.2% | $2,854-42.0% | $4,762-65.2% |
| Participant deferral / active EE | $2,681 | $4,281-37.4% | $3,885-31.0% | $5,850-54.2% |
| Admin fee / account holder | $12,119 | $6,171+96.4% | $5,351+126.5% | $11,596+4.5% |