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 | $33,197 | $58,694-43.4% | $142,863-76.8% | $85,850-61.3% |
| Participation rate | 64.1% | 58.5%+5.6pp | 71.9%-7.8pp | 69.3%-5.2pp |
| Annual return | 14.15% | 27.72%-13.6pp | 5637.54%-5623.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $733 | $1,423-48.5% | $4,144-82.3% | $2,565-71.4% |
| Participant deferral / active EE | $1,197 | $2,607-54.1% | $3,837-68.8% | $3,952-69.7% |
| Admin fee / account holder | $5,630 | $4,239+32.8% | $6,560-14.2% | $6,260-10.1% |