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 5-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 | $37,126 | $112,729-67.1% | $98,716-62.4% | $137,256-73.0% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 14.68% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,591 | $2,725-41.6% | $2,279-30.2% | $4,156-61.7% |
| Participant deferral / active EE | $1,591 | $4,640-65.7% | $4,048-60.7% | $6,407-75.2% |
| Admin fee / account holder | $82,852 | $10,129+718.0% | $8,703+852.0% | $12,270+575.2% |