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 | $41,554 | $98,750-57.9% | $149,696-72.2% | $79,858-48.0% |
| Participation rate | 24.6% | 75.8%-51.2pp | 82.5%-57.9pp | 69.6%-45.1pp |
| Annual return | 12.75% | 27.43%-14.7pp | 276.60%-263.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,121 | $3,216-65.1% | $4,644-75.9% | $2,471-54.6% |
| Participant deferral / active EE | $3,496 | $5,680-38.4% | $6,842-48.9% | $3,740-6.5% |
| Admin fee / account holder | $10,023 | $6,053+65.6% | $9,309+7.7% | $5,306+88.9% |