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 | $33,457 | $76,000-56.0% | $154,107-78.3% | $64,186-47.9% |
| Participation rate | 54.7% | 70.4%-15.7pp | 83.0%-28.3pp | 69.6%-14.9pp |
| Annual return | 10.89% | 30.32%-19.4pp | 735.12%-724.2pp | 7.63%+3.3pp |
| Employer contribution / active EE | $1,133 | $3,351-66.2% | $5,298-78.6% | $2,381-52.4% |
| Participant deferral / active EE | $2,731 | $3,175-14.0% | $5,081-46.2% | $3,470-21.3% |
| Admin fee / account holder | $478 | $5,596-91.5% | $13,411-96.4% | $4,888-90.2% |