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 | $22,754 | $31,310-27.3% | $53,898-57.8% | $74,304-69.4% |
| Participation rate | 67.2% | 30.7%+36.5pp | 55.0%+12.2pp | 60.3%+6.8pp |
| Annual return | 15.74% | 23.16%-7.4pp | 528.60%-512.9pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,240 | $450+175.6% | $932+33.0% | $2,241-44.7% |
| Participant deferral / active EE | $1,622 | $934+73.7% | $1,826-11.2% | $3,767-56.9% |
| Admin fee / account holder | $13,687 | $2,175+529.2% | $2,491+449.5% | $2,969+361.0% |