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 | $32,516 | $104,251-68.8% | $91,001-64.3% | $147,584-78.0% |
| Participation rate | 55.6% | 78.2%-22.7pp | 75.6%-20.0pp | 82.8%-27.3pp |
| Annual return | 24.44% | 27.06%-2.6pp | 4.60%+19.8pp | 578.55%-554.1pp |
| Employer contribution / active EE | $1,246 | $3,116-60.0% | $2,456-49.2% | $4,876-74.4% |
| Participant deferral / active EE | $5,643 | $4,195+34.5% | $3,547+59.1% | $5,439+3.8% |
| Admin fee / account holder | $1,116 | $8,948-87.5% | $5,417-79.4% | $10,885-89.8% |