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 | $37,287 | $98,750-62.2% | $149,696-75.1% | $79,858-53.3% |
| Participation rate | 55.1% | 75.8%-20.7pp | 82.5%-27.4pp | 69.6%-14.6pp |
| Annual return | 69.21% | 27.43%+41.8pp | 276.60%-207.4pp | 31.71%+37.5pp |
| Employer contribution / active EE | $1,935 | $3,216-39.8% | $4,644-58.3% | $2,471-21.7% |
| Participant deferral / active EE | $4,357 | $5,680-23.3% | $6,842-36.3% | $3,740+16.5% |
| Admin fee / account holder | $4,568 | $6,053-24.5% | $9,309-50.9% | $5,306-13.9% |