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 | $69,813 | $155,788-55.2% | $124,672-44.0% | $167,490-58.3% |
| Participation rate | 56.5% | 81.1%-24.6pp | 74.6%-18.1pp | 82.1%-25.6pp |
| Annual return | 11.81% | 17.97%-6.2pp | 5142.93%-5131.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $1,225 | $4,163-70.6% | $3,324-63.1% | $4,837-74.7% |
| Participant deferral / active EE | $1,568 | $5,673-72.4% | $4,614-66.0% | $6,341-75.3% |
| Admin fee / account holder | $13,041 | $9,531+36.8% | $7,493+74.0% | $12,309+5.9% |