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 | $77,189 | $98,750-21.8% | $149,696-48.4% | $79,858-3.3% |
| Participation rate | 39.4% | 75.8%-36.4pp | 82.5%-43.1pp | 69.6%-30.2pp |
| Annual return | 16.24% | 27.43%-11.2pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,129 | $3,216-64.9% | $4,644-75.7% | $2,471-54.3% |
| Participant deferral / active EE | $2,967 | $5,680-47.8% | $6,842-56.6% | $3,740-20.7% |
| Admin fee / account holder | $856 | $6,053-85.9% | $9,309-90.8% | $5,306-83.9% |