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 | $27,753 | $124,319-77.7% | $111,297-75.1% | $167,490-83.4% |
| Participation rate | 63.6% | 79.6%-16.0pp | 77.3%-13.7pp | 82.1%-18.5pp |
| Annual return | 19.35% | 37.44%-18.1pp | 54.65%-35.3pp | 478.56%-459.2pp |
| Employer contribution / active EE | $1,817 | $3,435-47.1% | $2,731-33.5% | $4,837-62.4% |
| Participant deferral / active EE | $2,118 | $5,180-59.1% | $4,487-52.8% | $6,341-66.6% |
| Admin fee / account holder | $59,872 | $10,618+463.9% | $7,964+651.8% | $12,309+386.4% |