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 | $54,121 | $159,602-66.1% | $150,045-63.9% | $142,382-62.0% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 13.69% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,860 | $4,961-62.5% | $4,693-60.4% | $4,299-56.7% |
| Participant deferral / active EE | $6,836 | $8,310-17.7% | $7,997-14.5% | $6,507+5.0% |
| Admin fee / account holder | $61,510 | $14,846+314.3% | $13,435+357.8% | $12,624+387.3% |