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 | $39,611 | $117,841-66.4% | $102,423-61.3% | $145,922-72.9% |
| Participation rate | 68.4% | 78.6%-10.2pp | 76.5%-8.1pp | 80.3%-11.9pp |
| Annual return | 11.14% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,579 | $3,615-56.3% | $3,023-47.8% | $4,660-66.1% |
| Participant deferral / active EE | $1,915 | $5,731-66.6% | $5,053-62.1% | $6,688-71.4% |
| Admin fee / account holder | $20,592 | $13,326+54.5% | $9,451+117.9% | $13,397+53.7% |