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 | $41,738 | $96,635-56.8% | $86,612-51.8% | $139,434-70.1% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 15.59% | 106.41%-90.8pp | 591.07%-575.5pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,197 | $3,263+28.6% | $3,022+38.8% | $4,751-11.7% |
| Participant deferral / active EE | $5,334 | $4,836+10.3% | $4,438+20.2% | $6,710-20.5% |
| Admin fee / account holder | $2,100 | $6,408-67.2% | $5,614-62.6% | $11,403-81.6% |