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 | $71,905 | $85,766-16.2% | $136,294-47.2% | $70,131+2.5% |
| Participation rate | 41.9% | 74.2%-32.2pp | 81.9%-40.0pp | 69.5%-27.6pp |
| Annual return | 14.72% | 31.45%-16.7pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $600 | $2,966-79.8% | $4,695-87.2% | $2,342-74.4% |
| Participant deferral / active EE | $2,618 | $5,051-48.2% | $6,247-58.1% | $3,332-21.4% |
| Admin fee / account holder | $551 | $5,420-89.8% | $9,243-94.0% | $4,645-88.1% |