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 | $28,009 | $105,126-73.4% | $94,646-70.4% | $139,434-79.9% |
| Participation rate | 58.3% | 82.4%-24.0pp | 80.8%-22.5pp | 80.3%-22.0pp |
| Annual return | 16.45% | 38.03%-21.6pp | 156.71%-140.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,013 | $4,106-51.0% | $3,672-45.2% | $4,751-57.6% |
| Participant deferral / active EE | $6,130 | $7,599-19.3% | $7,418-17.4% | $6,710-8.6% |
| Admin fee / account holder | $24,962 | $8,984+177.8% | $7,231+245.2% | $11,403+118.9% |