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 | $38,240 | $138,065-72.3% | $123,544-69.0% | $135,375-71.8% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | 23.79% | 153.68%-129.9pp | 119.20%-95.4pp | 519.73%-495.9pp |
| Employer contribution / active EE | $2,347 | $5,151-54.4% | $4,628-49.3% | $4,779-50.9% |
| Participant deferral / active EE | $5,253 | $6,799-22.7% | $6,426-18.3% | $5,609-6.4% |
| Admin fee / account holder | $19,232 | $10,916+76.2% | $9,284+107.2% | $10,827+77.6% |