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 | $62,045 | $175,202-64.6% | $149,673-58.5% | $139,434-55.5% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-19.9pp | 80.3%-21.5pp |
| Annual return | 10.96% | 166.71%-155.8pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,167 | $5,474-78.7% | $4,818-75.8% | $4,751-75.4% |
| Participant deferral / active EE | $3,927 | $6,519-39.8% | $5,680-30.9% | $6,710-41.5% |
| Admin fee / account holder | $52,559 | $16,150+225.4% | $13,210+297.9% | $11,403+360.9% |