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 | $32,777 | $93,571-65.0% | $135,903-75.9% | $75,163-56.4% |
| Participation rate | 67.4% | 75.2%-7.8pp | 81.9%-14.5pp | 67.2%+0.2pp |
| Annual return | 18.43% | 30.90%-12.5pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,608 | $3,537-54.5% | $4,856-66.9% | $2,670-39.8% |
| Participant deferral / active EE | $3,152 | $6,404-50.8% | $7,758-59.4% | $4,125-23.6% |
| Admin fee / account holder | $746 | $6,975-89.3% | $10,762-93.1% | $5,651-86.8% |