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 | $31,636 | $72,012-56.1% | $185,823-83.0% | $79,858-60.4% |
| Participation rate | 58.9% | 65.8%-6.9pp | 78.0%-19.1pp | 69.6%-10.7pp |
| Annual return | 18.74% | 23.12%-4.4pp | 35.95%-17.2pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,256 | $1,965-36.1% | $4,087-69.3% | $2,471-49.2% |
| Participant deferral / active EE | $2,478 | $3,779-34.4% | $5,632-56.0% | $3,740-33.7% |
| Admin fee / account holder | $956 | $4,513-78.8% | $9,500-89.9% | $5,306-82.0% |