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 | $43,438 | $149,040-70.9% | $120,225-63.9% | $137,256-68.4% |
| Participation rate | 62.5% | 75.4%-12.9pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 23.36% | 605.68%-582.3pp | 439.23%-415.9pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,948 | $4,350-55.2% | $3,475-44.0% | $4,156-53.1% |
| Participant deferral / active EE | $1,948 | $4,655-58.2% | $3,999-51.3% | $6,407-69.6% |
| Admin fee / account holder | $7,665 | $6,348+20.8% | $5,696+34.6% | $12,270-37.5% |