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 | $30,903 | $108,172-71.4% | $77,482-60.1% | $158,922-80.6% |
| Participation rate | 26.7% | 64.4%-37.8pp | 54.2%-27.5pp | 82.0%-55.3pp |
| Annual return | 14.88% | 31.67%-16.8pp | 54.79%-39.9pp | 302.83%-287.9pp |
| Employer contribution / active EE | $514 | $1,325-61.2% | $986-47.9% | $4,761-89.2% |
| Participant deferral / active EE | $4,466 | $2,456+81.8% | $1,861+139.9% | $5,982-25.3% |
| Admin fee / account holder | $26,459 | $3,708+613.6% | $2,858+825.9% | $11,246+135.3% |