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 | $58,136 | $118,680-51.0% | $98,907-41.2% | $158,922-63.4% |
| Participation rate | 38.5% | 77.8%-39.4pp | 76.0%-37.6pp | 82.0%-43.5pp |
| Annual return | 17.07% | 372.35%-355.3pp | 196.43%-179.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $795 | $3,333-76.2% | $2,689-70.4% | $4,761-83.3% |
| Participant deferral / active EE | $4,082 | $5,088-19.8% | $4,244-3.8% | $5,982-31.8% |
| Admin fee / account holder | $17,164 | $10,131+69.4% | $6,642+158.4% | $11,246+52.6% |