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 | $58,554 | $98,750-40.7% | $149,696-60.9% | $79,858-26.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 19.06% | 27.43%-8.4pp | 276.60%-257.5pp | 31.71%-12.7pp |
| Employer contribution / active EE | $957 | $3,216-70.2% | $4,644-79.4% | $2,471-61.3% |
| Participant deferral / active EE | $5,961 | $5,680+4.9% | $6,842-12.9% | $3,740+59.4% |
| Admin fee / account holder | $3,480 | $6,053-42.5% | $9,309-62.6% | $5,306-34.4% |