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 | $57,068 | $96,635-40.9% | $86,612-34.1% | $139,434-59.1% |
| Participation rate | 63.2% | 74.4%-11.2pp | 71.7%-8.5pp | 80.3%-17.2pp |
| Annual return | 11.57% | 106.41%-94.8pp | 591.07%-579.5pp | 372.94%-361.4pp |
| Employer contribution / active EE | $1,436 | $3,263-56.0% | $3,022-52.5% | $4,751-69.8% |
| Participant deferral / active EE | $2,456 | $4,836-49.2% | $4,438-44.7% | $6,710-63.4% |
| Admin fee / account holder | $12,144 | $6,408+89.5% | $5,614+116.3% | $11,403+6.5% |