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 | $23,498 | $112,881-79.2% | $90,951-74.2% | $158,922-85.2% |
| Participation rate | 52.9% | 74.7%-21.8pp | 69.0%-16.1pp | 82.0%-29.0pp |
| Annual return | 11.64% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,038 | $2,893-64.1% | $2,122-51.1% | $4,761-78.2% |
| Participant deferral / active EE | $3,778 | $4,128-8.5% | $3,373+12.0% | $5,982-36.9% |
| Admin fee / account holder | $18,248 | $8,041+126.9% | $5,959+206.3% | $11,246+62.3% |