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 | $42,103 | $102,317-58.9% | $146,958-71.4% | $80,856-47.9% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.2%-14.9pp | 67.6%-0.4pp |
| Annual return | 16.11% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,842 | $3,713-23.5% | $4,933-42.4% | $2,755+3.2% |
| Participant deferral / active EE | $4,631 | $6,644-30.3% | $8,070-42.6% | $4,296+7.8% |
| Admin fee / account holder | $19,311 | $7,941+143.2% | $12,998+48.6% | $6,918+179.1% |