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 | $30,801 | $103,376-70.2% | $87,100-64.6% | $152,861-79.9% |
| Participation rate | 65.2% | 79.3%-14.1pp | 76.9%-11.7pp | 82.4%-17.2pp |
| Annual return | 16.11% | 28.10%-12.0pp | 28.19%-12.1pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,102 | $3,220-65.8% | $2,521-56.3% | $4,762-76.9% |
| Participant deferral / active EE | $3,145 | $4,778-34.2% | $4,049-22.3% | $5,850-46.2% |
| Admin fee / account holder | $28,574 | $12,205+134.1% | $7,497+281.2% | $11,596+146.4% |