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 | $28,822 | $51,576-44.1% | $129,207-77.7% | $80,856-64.4% |
| Participation rate | 41.2% | 57.0%-15.8pp | 69.6%-28.4pp | 67.6%-26.5pp |
| Annual return | 13.46% | 20.81%-7.4pp | 9417.33%-9403.9pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,077 | $1,584-32.0% | $4,153-74.1% | $2,755-60.9% |
| Participant deferral / active EE | $2,145 | $2,669-19.6% | $4,168-48.5% | $4,296-50.1% |
| Admin fee / account holder | $526 | $4,305-87.8% | $7,715-93.2% | $6,918-92.4% |