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 | $34,543 | $98,750-65.0% | $149,696-76.9% | $79,858-56.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 18.19% | 27.43%-9.2pp | 276.60%-258.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,576 | $3,216-51.0% | $4,644-66.1% | $2,471-36.2% |
| Participant deferral / active EE | $6,813 | $5,680+19.9% | $6,842-0.4% | $3,740+82.2% |
| Admin fee / account holder | $10,388 | $6,053+71.6% | $9,309+11.6% | $5,306+95.8% |