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 | $70,358 | $48,046+46.4% | $84,611-16.8% | $72,985-3.6% |
| Participation rate | 33.3% | 57.6%-24.2pp | 68.2%-34.9pp | 69.5%-36.2pp |
| Annual return | 25.98% | 37.38%-11.4pp | 258.74%-232.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,007 | $1,602-37.1% | $2,652-62.0% | $2,440-58.7% |
| Participant deferral / active EE | $1,586 | $2,680-40.8% | $3,899-59.3% | $3,607-56.0% |
| Admin fee / account holder | $15,557 | $3,395+358.3% | $4,912+216.7% | $5,124+203.6% |