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 | $43,129 | $77,145-44.1% | $108,410-60.2% | $85,850-49.8% |
| Participation rate | 56.3% | 74.7%-18.4pp | 80.1%-23.9pp | 69.3%-13.1pp |
| Annual return | 30.04% | 44.54%-14.5pp | 905.27%-875.2pp | 318.53%-288.5pp |
| Employer contribution / active EE | $1,520 | $2,379-36.1% | $3,558-57.3% | $2,565-40.8% |
| Participant deferral / active EE | $4,667 | $5,566-16.2% | $6,563-28.9% | $3,952+18.1% |
| Admin fee / account holder | $8,689 | $5,172+68.0% | $7,295+19.1% | $6,260+38.8% |