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 | $27,884 | $105,998-73.7% | $92,233-69.8% | $147,584-81.1% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | 10.05% | 50.05%-40.0pp | 176.28%-166.2pp | 578.55%-568.5pp |
| Employer contribution / active EE | $1,193 | $4,333-72.5% | $3,679-67.6% | $4,876-75.5% |
| Participant deferral / active EE | $1,620 | $4,478-63.8% | $3,897-58.4% | $5,439-70.2% |
| Admin fee / account holder | $9,464 | $6,332+49.5% | $5,194+82.2% | $10,885-13.1% |