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 | $33,933 | $149,679-77.3% | $117,039-71.0% | $147,584-77.0% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 18.09% | 19.31%-1.2pp | 18.95%-0.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $1,546 | $4,937-68.7% | $3,785-59.2% | $4,876-68.3% |
| Participant deferral / active EE | $3,458 | $4,912-29.6% | $3,929-12.0% | $5,439-36.4% |
| Admin fee / account holder | $15,514 | $7,856+97.5% | $5,974+159.7% | $10,885+42.5% |