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 | $52,375 | $72,071-27.3% | $68,368-23.4% | $137,256-61.8% |
| Participation rate | 42.9% | 76.2%-33.4pp | 73.8%-30.9pp | 80.0%-37.1pp |
| Annual return | 13.70% | 353.14%-339.4pp | 292.57%-278.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,644 | $2,788-41.0% | $2,649-37.9% | $4,156-60.4% |
| Participant deferral / active EE | $2,164 | $4,410-50.9% | $4,123-47.5% | $6,407-66.2% |
| Admin fee / account holder | $9,357 | $5,336+75.4% | $5,150+81.7% | $12,270-23.7% |