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 | $69,438 | $58,694+18.3% | $142,863-51.4% | $85,850-19.1% |
| Participation rate | 46.2% | 58.5%-12.3pp | 71.9%-25.8pp | 69.3%-23.2pp |
| Annual return | 14.51% | 27.72%-13.2pp | 5637.54%-5623.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $920 | $1,423-35.3% | $4,144-77.8% | $2,565-64.1% |
| Participant deferral / active EE | $2,833 | $2,607+8.7% | $3,837-26.2% | $3,952-28.3% |
| Admin fee / account holder | $982 | $4,239-76.8% | $6,560-85.0% | $6,260-84.3% |