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 | $27,169 | $70,428-61.4% | $96,562-71.9% | $85,850-68.4% |
| Participation rate | 15.8% | 61.8%-46.0pp | 69.8%-54.0pp | 69.3%-53.5pp |
| Annual return | 18.93% | 18.59%+0.3pp | 37.78%-18.9pp | 318.53%-299.6pp |
| Employer contribution / active EE | $1,854 | $1,413+31.2% | $2,356-21.3% | $2,565-27.7% |
| Participant deferral / active EE | $2,541 | $2,894-12.2% | $3,849-34.0% | $3,952-35.7% |
| Admin fee / account holder | $2,675 | $4,997-46.5% | $6,181-56.7% | $6,260-57.3% |