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 | $45,199 | $57,281-21.1% | $86,612-47.8% | $75,163-39.9% |
| Participation rate | 34.7% | 63.2%-28.5pp | 71.7%-37.0pp | 67.2%-32.5pp |
| Annual return | 15.98% | 2670.75%-2654.8pp | 591.07%-575.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $673 | $2,314-70.9% | $3,022-77.7% | $2,670-74.8% |
| Participant deferral / active EE | $883 | $3,318-73.4% | $4,438-80.1% | $4,125-78.6% |
| Admin fee / account holder | $5,888 | $4,112+43.2% | $5,614+4.9% | $5,651+4.2% |