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 | $23,155 | $127,777-81.9% | $106,548-78.3% | $167,490-86.2% |
| Participation rate | 56.5% | 78.3%-21.7pp | 76.1%-19.6pp | 82.1%-25.6pp |
| Annual return | 18.94% | 33.87%-14.9pp | 26.80%-7.9pp | 478.56%-459.6pp |
| Employer contribution / active EE | $2,095 | $3,427-38.8% | $2,819-25.7% | $4,837-56.7% |
| Participant deferral / active EE | $3,330 | $5,087-34.5% | $4,398-24.3% | $6,341-47.5% |
| Admin fee / account holder | $1,520 | $11,228-86.5% | $7,407-79.5% | $12,309-87.6% |