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 | $85,057 | $115,770-26.5% | $101,248-16.0% | $158,922-46.5% |
| Participation rate | 43.5% | 79.4%-35.9pp | 75.8%-32.3pp | 82.0%-38.5pp |
| Annual return | 11.70% | 56.14%-44.4pp | 46.47%-34.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,666 | $4,175-60.1% | $3,660-54.5% | $4,761-65.0% |
| Participant deferral / active EE | $4,828 | $4,957-2.6% | $4,370+10.5% | $5,982-19.3% |
| Admin fee / account holder | $11,640 | $7,245+60.7% | $5,945+95.8% | $11,246+3.5% |