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 | $27,583 | $98,750-72.1% | $149,696-81.6% | $79,858-65.5% |
| Participation rate | 61.7% | 75.8%-14.1pp | 82.5%-20.8pp | 69.6%-8.0pp |
| Annual return | 12.43% | 27.43%-15.0pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,519 | $3,216-52.8% | $4,644-67.3% | $2,471-38.5% |
| Participant deferral / active EE | $2,989 | $5,680-47.4% | $6,842-56.3% | $3,740-20.1% |
| Admin fee / account holder | $8,464 | $6,053+39.8% | $9,309-9.1% | $5,306+59.5% |