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 | $53,739 | $152,587-64.8% | $125,175-57.1% | $152,861-64.8% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.4%-20.9pp |
| Annual return | 17.03% | 54.84%-37.8pp | 43.79%-26.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,777 | $4,946-64.1% | $3,865-54.0% | $4,762-62.7% |
| Participant deferral / active EE | $6,781 | $5,868+15.6% | $4,937+37.4% | $5,850+15.9% |
| Admin fee / account holder | $27,254 | $13,434+102.9% | $9,702+180.9% | $11,596+135.0% |