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 | $58,280 | $102,317-43.0% | $146,958-60.3% | $80,856-27.9% |
| Participation rate | 52.9% | 75.8%-22.9pp | 82.2%-29.2pp | 67.6%-14.7pp |
| Annual return | 19.58% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.0pp |
| Employer contribution / active EE | $2,401 | $3,713-35.3% | $4,933-51.3% | $2,755-12.8% |
| Participant deferral / active EE | $5,354 | $6,644-19.4% | $8,070-33.7% | $4,296+24.6% |
| Admin fee / account holder | $2,744 | $7,941-65.4% | $12,998-78.9% | $6,918-60.3% |