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 | $30,733 | $96,635-68.2% | $86,612-64.5% | $139,434-78.0% |
| Participation rate | 61.9% | 74.4%-12.5pp | 71.7%-9.8pp | 80.3%-18.4pp |
| Annual return | 17.81% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,110 | $3,263-66.0% | $3,022-63.3% | $4,751-76.6% |
| Participant deferral / active EE | $1,625 | $4,836-66.4% | $4,438-63.4% | $6,710-75.8% |
| Admin fee / account holder | $1,619 | $6,408-74.7% | $5,614-71.2% | $11,403-85.8% |