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 | $19,796 | $104,907-81.1% | $84,611-76.6% | $152,861-87.0% |
| Participation rate | 41.2% | 74.8%-33.6pp | 68.2%-27.1pp | 82.4%-41.3pp |
| Annual return | 13.23% | 373.79%-360.6pp | 258.74%-245.5pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,853 | $3,302-43.9% | $2,652-30.1% | $4,762-61.1% |
| Participant deferral / active EE | $3,125 | $4,688-33.3% | $3,899-19.8% | $5,850-46.6% |
| Admin fee / account holder | $17,350 | $6,241+178.0% | $4,912+253.2% | $11,596+49.6% |