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 | $33,536 | $102,966-67.4% | $90,281-62.9% | $152,861-78.1% |
| Participation rate | 31.3% | 75.9%-44.6pp | 73.3%-42.0pp | 82.4%-51.2pp |
| Annual return | 17.27% | 95.16%-77.9pp | 78.10%-60.8pp | 345.32%-328.0pp |
| Employer contribution / active EE | $548 | $3,139-82.5% | $2,854-80.8% | $4,762-88.5% |
| Participant deferral / active EE | $1,850 | $4,281-56.8% | $3,885-52.4% | $5,850-68.4% |
| Admin fee / account holder | $22,767 | $6,171+269.0% | $5,351+325.5% | $11,596+96.3% |