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 | $15,748 | $102,966-84.7% | $90,281-82.6% | $152,861-89.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 13.23% | 95.16%-81.9pp | 78.10%-64.9pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,935 | $3,139-38.4% | $2,854-32.2% | $4,762-59.4% |
| Participant deferral / active EE | $856 | $4,281-80.0% | $3,885-78.0% | $5,850-85.4% |
| Admin fee / account holder | $9,449 | $6,171+53.1% | $5,351+76.6% | $11,596-18.5% |