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 | $58,589 | $115,770-49.4% | $101,248-42.1% | $158,922-63.1% |
| Participation rate | 46.2% | 79.4%-33.2pp | 75.8%-29.7pp | 82.0%-35.8pp |
| Annual return | 8.55% | 56.14%-47.6pp | 46.47%-37.9pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,139 | $4,175-72.7% | $3,660-68.9% | $4,761-76.1% |
| Participant deferral / active EE | $2,851 | $4,957-42.5% | $4,370-34.8% | $5,982-52.3% |
| Admin fee / account holder | $73,657 | $7,245+916.7% | $5,945+1138.9% | $11,246+555.0% |