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 | $59,486 | $96,635-38.4% | $86,612-31.3% | $139,434-57.3% |
| Participation rate | 68.8% | 74.4%-5.7pp | 71.7%-2.9pp | 80.3%-11.6pp |
| Annual return | 13.28% | 106.41%-93.1pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $1,295 | $3,263-60.3% | $3,022-57.1% | $4,751-72.7% |
| Participant deferral / active EE | $1,960 | $4,836-59.5% | $4,438-55.8% | $6,710-70.8% |
| Admin fee / account holder | $24,974 | $6,408+289.7% | $5,614+344.8% | $11,403+119.0% |