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 | $56,423 | $96,635-41.6% | $86,612-34.9% | $139,434-59.5% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 13.79% | 106.41%-92.6pp | 591.07%-577.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,600 | $3,263-51.0% | $3,022-47.1% | $4,751-66.3% |
| Participant deferral / active EE | $1,600 | $4,836-66.9% | $4,438-63.9% | $6,710-76.2% |
| Admin fee / account holder | $10,564 | $6,408+64.9% | $5,614+88.2% | $11,403-7.4% |