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 | $56,625 | $105,181-46.2% | $159,436-64.5% | $85,850-34.0% |
| Participation rate | 57.1% | 75.8%-18.6pp | 82.8%-25.7pp | 69.3%-12.2pp |
| Annual return | 17.35% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.2pp |
| Employer contribution / active EE | $2,085 | $3,318-37.2% | $4,829-56.8% | $2,565-18.7% |
| Participant deferral / active EE | $3,825 | $5,945-35.7% | $7,352-48.0% | $3,952-3.2% |
| Admin fee / account holder | $14,836 | $6,933+114.0% | $10,799+37.4% | $6,260+137.0% |