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 | $30,201 | $100,852-70.1% | $90,404-66.6% | $158,922-81.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 7.88% | 1724.20%-1716.3pp | 1293.02%-1285.1pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,182 | $3,689-68.0% | $3,262-63.8% | $4,761-75.2% |
| Participant deferral / active EE | $1,182 | $4,348-72.8% | $3,963-70.2% | $5,982-80.2% |
| Admin fee / account holder | $12,809 | $6,501+97.0% | $5,611+128.3% | $11,246+13.9% |