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 | $55,398 | $149,040-62.8% | $120,225-53.9% | $137,256-59.6% |
| Participation rate | 65.2% | 75.4%-10.2pp | 69.6%-4.4pp | 80.0%-14.7pp |
| Annual return | 11.30% | 605.68%-594.4pp | 439.23%-427.9pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,042 | $4,350-76.0% | $3,475-70.0% | $4,156-74.9% |
| Participant deferral / active EE | $2,063 | $4,655-55.7% | $3,999-48.4% | $6,407-67.8% |
| Admin fee / account holder | $23,911 | $6,348+276.7% | $5,696+319.8% | $12,270+94.9% |