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 | $51,586 | $85,202-39.5% | $172,739-70.1% | $72,985-29.3% |
| Participation rate | 57.9% | 70.1%-12.2pp | 82.6%-24.8pp | 69.5%-11.6pp |
| Annual return | 19.68% | 27.32%-7.6pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,097 | $3,324-36.9% | $5,143-59.2% | $2,440-14.1% |
| Participant deferral / active EE | $3,829 | $3,260+17.4% | $5,198-26.3% | $3,607+6.1% |
| Admin fee / account holder | $6,210 | $5,884+5.5% | $13,954-55.5% | $5,124+21.2% |