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 | $40,123 | $99,079-59.5% | $77,999-48.6% | $273,961-85.4% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 7.64% | 217.93%-210.3pp | 425.96%-418.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,959 | $3,308-40.8% | $2,470-20.7% | $4,869-59.8% |
| Participant deferral / active EE | $4,042 | $4,306-6.1% | $3,497+15.6% | $5,287-23.5% |
| Admin fee / account holder | $4,441 | $8,954-50.4% | $5,480-19.0% | $10,132-56.2% |