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 | $46,351 | $135,635-65.8% | $110,238-58.0% | $135,375-65.8% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.8%-17.3pp | 82.6%-20.1pp |
| Annual return | 7.20% | 513.19%-506.0pp | 314.74%-307.5pp | 519.73%-512.5pp |
| Employer contribution / active EE | $1,634 | $4,906-66.7% | $3,826-57.3% | $4,779-65.8% |
| Participant deferral / active EE | $3,133 | $5,506-43.1% | $4,672-32.9% | $5,609-44.1% |
| Admin fee / account holder | $2,276 | $11,457-80.1% | $8,547-73.4% | $10,827-79.0% |