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 | $48,512 | $157,256-69.2% | $141,162-65.6% | $152,861-68.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 17.07% | 64.32%-47.3pp | 71.39%-54.3pp | 345.32%-328.3pp |
| Employer contribution / active EE | $2,088 | $5,261-60.3% | $4,735-55.9% | $4,762-56.2% |
| Participant deferral / active EE | $5,754 | $7,109-19.1% | $6,709-14.2% | $5,850-1.7% |
| Admin fee / account holder | $20,667 | $12,120+70.5% | $10,261+101.4% | $11,596+78.2% |