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 | $58,018 | $85,766-32.4% | $136,294-57.4% | $70,131-17.3% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 18.65% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,546 | $2,966-14.1% | $4,695-45.8% | $2,342+8.7% |
| Participant deferral / active EE | $6,468 | $5,051+28.0% | $6,247+3.5% | $3,332+94.1% |
| Admin fee / account holder | $887 | $5,420-83.6% | $9,243-90.4% | $4,645-80.9% |