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 | $59,539 | $105,998-43.8% | $92,233-35.4% | $147,584-59.7% |
| Participation rate | 47.4% | 80.4%-33.0pp | 76.5%-29.1pp | 82.8%-35.5pp |
| Annual return | 16.52% | 50.05%-33.5pp | 176.28%-159.8pp | 578.55%-562.0pp |
| Employer contribution / active EE | $1,004 | $4,333-76.8% | $3,679-72.7% | $4,876-79.4% |
| Participant deferral / active EE | $6,789 | $4,478+51.6% | $3,897+74.2% | $5,439+24.8% |
| Admin fee / account holder | $3,011 | $6,332-52.4% | $5,194-42.0% | $10,885-72.3% |