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 | $27,666 | $104,974-73.6% | $95,585-71.1% | $142,382-80.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 13.02% | 210.33%-197.3pp | 38.56%-25.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,743 | $2,779-37.3% | $2,527-31.0% | $4,299-59.4% |
| Participant deferral / active EE | $3,967 | $4,352-8.8% | $4,023-1.4% | $6,507-39.0% |
| Admin fee / account holder | $23,806 | $6,386+272.8% | $6,127+288.5% | $12,624+88.6% |