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 | $58,527 | $112,096-47.8% | $95,952-39.0% | $158,922-63.2% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 9.30% | 171.09%-161.8pp | 91.61%-82.3pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,048 | $3,198-67.2% | $2,541-58.8% | $4,761-78.0% |
| Participant deferral / active EE | $2,728 | $4,784-43.0% | $4,167-34.5% | $5,982-54.4% |
| Admin fee / account holder | $15,595 | $10,130+53.9% | $6,795+129.5% | $11,246+38.7% |