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 | $23,437 | $57,354-59.1% | $83,848-72.0% | $64,186-63.5% |
| Participation rate | 45.2% | 68.6%-23.4pp | 76.1%-31.0pp | 69.6%-24.4pp |
| Annual return | 10.83% | 11.38%-0.6pp | 850.88%-840.1pp | 7.63%+3.2pp |
| Employer contribution / active EE | $1,526 | $2,545-40.1% | $3,631-58.0% | $2,381-35.9% |
| Participant deferral / active EE | $2,399 | $2,993-19.9% | $4,082-41.2% | $3,470-30.9% |
| Admin fee / account holder | $13,619 | $4,046+236.6% | $5,478+148.6% | $4,888+178.6% |