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 | $24,417 | $102,966-76.3% | $90,281-73.0% | $152,861-84.0% |
| Participation rate | 65.2% | 75.9%-10.6pp | 73.3%-8.1pp | 82.4%-17.2pp |
| Annual return | 17.44% | 95.16%-77.7pp | 78.10%-60.7pp | 345.32%-327.9pp |
| Employer contribution / active EE | $2,080 | $3,139-33.7% | $2,854-27.1% | $4,762-56.3% |
| Participant deferral / active EE | $2,704 | $4,281-36.8% | $3,885-30.4% | $5,850-53.8% |
| Admin fee / account holder | $11,559 | $6,171+87.3% | $5,351+116.0% | $11,596-0.3% |