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 | $40,014 | $51,736-22.7% | $120,225-66.7% | $67,986-41.1% |
| Participation rate | 43.4% | 46.1%-2.6pp | 69.6%-26.1pp | 57.2%-13.8pp |
| Annual return | 16.25% | 31.98%-15.7pp | 439.23%-423.0pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,267 | $1,071+18.3% | $3,475-63.5% | $2,019-37.2% |
| Participant deferral / active EE | $2,664 | $2,206+20.8% | $3,999-33.4% | $3,358-20.7% |
| Admin fee / account holder | $10,596 | $4,159+154.8% | $5,696+86.0% | $3,203+230.8% |