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 | $58,819 | $102,317-42.5% | $146,958-60.0% | $80,856-27.3% |
| Participation rate | 12.0% | 75.8%-63.8pp | 82.2%-70.2pp | 67.6%-55.6pp |
| Annual return | 13.58% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,070 | $3,713-71.2% | $4,933-78.3% | $2,755-61.2% |
| Participant deferral / active EE | $3,250 | $6,644-51.1% | $8,070-59.7% | $4,296-24.3% |
| Admin fee / account holder | $6,710 | $7,941-15.5% | $12,998-48.4% | $6,918-3.0% |