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 | $21,235 | $102,966-79.4% | $90,281-76.5% | $152,861-86.1% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.4%-26.9pp |
| Annual return | 16.86% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,738 | $3,139-44.6% | $2,854-39.1% | $4,762-63.5% |
| Participant deferral / active EE | $1,864 | $4,281-56.5% | $3,885-52.0% | $5,850-68.1% |
| Admin fee / account holder | $12,167 | $6,171+97.2% | $5,351+127.4% | $11,596+4.9% |