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 | $24,329 | $104,251-76.7% | $91,001-73.3% | $147,584-83.5% |
| Participation rate | 63.6% | 78.2%-14.6pp | 75.6%-12.0pp | 82.8%-19.2pp |
| Annual return | 19.00% | 27.06%-8.1pp | 4.60%+14.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,190 | $3,116-61.8% | $2,456-51.5% | $4,876-75.6% |
| Participant deferral / active EE | $3,439 | $4,195-18.0% | $3,547-3.1% | $5,439-36.8% |
| Admin fee / account holder | $501 | $8,948-94.4% | $5,417-90.8% | $10,885-95.4% |