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 | $36,816 | $210,648-82.5% | $177,989-79.3% | $145,922-74.8% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 7.91% | 385.86%-378.0pp | 294.48%-286.6pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,040 | $4,565-55.3% | $3,949-48.3% | $4,660-56.2% |
| Participant deferral / active EE | $2,040 | $6,958-70.7% | $6,276-67.5% | $6,688-69.5% |
| Admin fee / account holder | $52,035 | $12,013+333.2% | $10,363+402.1% | $13,397+288.4% |