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 | $30,377 | $96,635-68.6% | $86,612-64.9% | $139,434-78.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 19.53% | 106.41%-86.9pp | 591.07%-571.5pp | 372.94%-353.4pp |
| Employer contribution / active EE | $862 | $3,263-73.6% | $3,022-71.5% | $4,751-81.9% |
| Participant deferral / active EE | $5,975 | $4,836+23.5% | $4,438+34.6% | $6,710-11.0% |
| Admin fee / account holder | $3,720 | $6,408-41.9% | $5,614-33.7% | $11,403-67.4% |