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 | $50,097 | $108,919-54.0% | $100,391-50.1% | $145,922-65.7% |
| Participation rate | 52.6% | 82.9%-30.3pp | 81.5%-28.8pp | 80.3%-27.6pp |
| Annual return | 11.32% | 57.88%-46.6pp | 49.20%-37.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,892 | $4,419-57.2% | $3,942-52.0% | $4,660-59.4% |
| Participant deferral / active EE | $4,298 | $8,445-49.1% | $8,082-46.8% | $6,688-35.7% |
| Admin fee / account holder | $16,526 | $9,689+70.6% | $7,899+109.2% | $13,397+23.4% |