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 | $22,614 | $69,207-67.3% | $64,056-64.7% | $139,434-83.8% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 13.82% | 45.88%-32.1pp | 33.69%-19.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,076 | $3,182-66.2% | $2,747-60.8% | $4,751-77.3% |
| Participant deferral / active EE | $1,086 | $4,682-76.8% | $3,880-72.0% | $6,710-83.8% |
| Admin fee / account holder | $5,174 | $4,244+21.9% | $3,068+68.6% | $11,403-54.6% |