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 | $69,209 | $99,877-30.7% | $84,966-18.5% | $145,922-52.6% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 11.27% | 83.76%-72.5pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,024 | $3,231-68.3% | $2,727-62.5% | $4,660-78.0% |
| Participant deferral / active EE | $8,584 | $5,291+62.3% | $4,519+89.9% | $6,688+28.4% |
| Admin fee / account holder | $818 | $7,248-88.7% | $6,149-86.7% | $13,397-93.9% |