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 | $60,723 | $99,079-38.7% | $77,999-22.1% | $273,961-77.8% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 5.55% | 217.93%-212.4pp | 425.96%-420.4pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,735 | $3,308-47.6% | $2,470-29.8% | $4,869-64.4% |
| Participant deferral / active EE | $4,670 | $4,306+8.4% | $3,497+33.5% | $5,287-11.7% |
| Admin fee / account holder | $355 | $8,954-96.0% | $5,480-93.5% | $10,132-96.5% |