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 | $80,610 | $105,181-23.4% | $159,436-49.4% | $85,850-6.1% |
| Participation rate | 31.5% | 75.8%-44.3pp | 82.8%-51.3pp | 69.3%-37.8pp |
| Annual return | 13.68% | 45.07%-31.4pp | 263.57%-249.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,525 | $3,318-54.1% | $4,829-68.4% | $2,565-40.6% |
| Participant deferral / active EE | $4,174 | $5,945-29.8% | $7,352-43.2% | $3,952+5.6% |
| Admin fee / account holder | $4,774 | $6,933-31.1% | $10,799-55.8% | $6,260-23.7% |