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 | $69,245 | $105,859-34.6% | $90,160-23.2% | $147,584-53.1% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.5pp | 82.8%-24.5pp |
| Annual return | 11.27% | 37.63%-26.4pp | 34.88%-23.6pp | 578.55%-567.3pp |
| Employer contribution / active EE | $2,121 | $4,126-48.6% | $3,318-36.1% | $4,876-56.5% |
| Participant deferral / active EE | $5,062 | $5,733-11.7% | $5,288-4.3% | $5,439-6.9% |
| Admin fee / account holder | $17,239 | $8,046+114.2% | $5,943+190.1% | $10,885+58.4% |