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 | $84,117 | $105,181-20.0% | $159,436-47.2% | $85,850-2.0% |
| Participation rate | 43.3% | 75.8%-32.4pp | 82.8%-39.5pp | 69.3%-26.0pp |
| Annual return | 14.38% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,690 | $3,318-49.1% | $4,829-65.0% | $2,565-34.1% |
| Participant deferral / active EE | $5,113 | $5,945-14.0% | $7,352-30.5% | $3,952+29.4% |
| Admin fee / account holder | $1,366 | $6,933-80.3% | $10,799-87.3% | $6,260-78.2% |