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 | $20,747 | $101,069-79.5% | $81,478-74.5% | $147,584-85.9% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 12.30% | 32.40%-20.1pp | 38.78%-26.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,073 | $3,205-66.5% | $2,568-58.2% | $4,876-78.0% |
| Participant deferral / active EE | $2,147 | $4,242-49.4% | $3,537-39.3% | $5,439-60.5% |
| Admin fee / account holder | $31,011 | $5,812+433.6% | $4,561+579.9% | $10,885+184.9% |