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 | $70,714 | $79,013-10.5% | $100,391-29.6% | $74,495-5.1% |
| Participation rate | 66.9% | 79.5%-12.5pp | 81.5%-14.5pp | 67.2%-0.3pp |
| Annual return | 14.82% | 20.41%-5.6pp | 49.20%-34.4pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $1,675 | $3,021-44.6% | $3,942-57.5% | $2,623-36.1% |
| Participant deferral / active EE | $5,474 | $7,760-29.5% | $8,082-32.3% | $4,346+26.0% |
| Admin fee / account holder | $3,038 | $1,320+130.2% | $7,899-61.5% | $1,942+56.5% |