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 | $27,773 | $99,652-72.1% | $78,778-64.7% | $147,584-81.2% |
| Participation rate | 52.6% | 76.2%-23.6pp | 69.2%-16.6pp | 82.8%-30.2pp |
| Annual return | 16.02% | 47.28%-31.3pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $648 | $2,796-76.8% | $1,986-67.4% | $4,876-86.7% |
| Participant deferral / active EE | $1,237 | $3,664-66.2% | $2,958-58.2% | $5,439-77.2% |
| Admin fee / account holder | $12,277 | $7,155+71.6% | $5,134+139.1% | $10,885+12.8% |