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 | $68,740 | $96,635-28.9% | $86,612-20.6% | $139,434-50.7% |
| Participation rate | 63.6% | 74.4%-10.8pp | 71.7%-8.1pp | 80.3%-16.7pp |
| Annual return | 11.05% | 106.41%-95.4pp | 591.07%-580.0pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,131 | $3,263-34.7% | $3,022-29.5% | $4,751-55.1% |
| Participant deferral / active EE | $4,091 | $4,836-15.4% | $4,438-7.8% | $6,710-39.0% |
| Admin fee / account holder | $50,107 | $6,408+682.0% | $5,614+792.5% | $11,403+339.4% |