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 | $15,400 | $102,966-85.0% | $90,281-82.9% | $152,861-89.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 15.84% | 95.16%-79.3pp | 78.10%-62.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,319 | $3,139-58.0% | $2,854-53.8% | $4,762-72.3% |
| Participant deferral / active EE | $1,234 | $4,281-71.2% | $3,885-68.2% | $5,850-78.9% |
| Admin fee / account holder | $69,199 | $6,171+1021.4% | $5,351+1193.2% | $11,596+496.7% |