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 | $53,299 | $152,587-65.1% | $125,175-57.4% | $152,861-65.1% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.69% | 54.84%-36.1pp | 43.79%-25.1pp | 345.32%-326.6pp |
| Employer contribution / active EE | $2,058 | $4,946-58.4% | $3,865-46.8% | $4,762-56.8% |
| Participant deferral / active EE | $3,991 | $5,868-32.0% | $4,937-19.2% | $5,850-31.8% |
| Admin fee / account holder | $33,423 | $13,434+148.8% | $9,702+244.5% | $11,596+188.2% |