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 | $43,100 | $106,890-59.7% | $84,015-48.7% | $152,861-71.8% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 11.58% | 104.99%-93.4pp | 71.31%-59.7pp | 345.32%-333.7pp |
| Employer contribution / active EE | $1,747 | $2,734-36.1% | $1,983-11.9% | $4,762-63.3% |
| Participant deferral / active EE | $4,648 | $4,011+15.9% | $3,239+43.5% | $5,850-20.5% |
| Admin fee / account holder | $200,955 | $8,285+2325.5% | $6,101+3194.0% | $11,596+1632.9% |