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 | $48,652 | $96,635-49.7% | $86,612-43.8% | $139,434-65.1% |
| Participation rate | 69.6% | 74.4%-4.8pp | 71.7%-2.1pp | 80.3%-10.8pp |
| Annual return | 23.90% | 106.41%-82.5pp | 591.07%-567.2pp | 372.94%-349.0pp |
| Employer contribution / active EE | $873 | $3,263-73.2% | $3,022-71.1% | $4,751-81.6% |
| Participant deferral / active EE | $6,343 | $4,836+31.2% | $4,438+42.9% | $6,710-5.5% |
| Admin fee / account holder | $10,469 | $6,408+63.4% | $5,614+86.5% | $11,403-8.2% |