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 | $29,889 | $84,233-64.5% | $170,442-82.5% | $70,131-57.4% |
| Participation rate | 65.5% | 70.8%-5.3pp | 83.6%-18.1pp | 69.5%-4.0pp |
| Annual return | 28.94% | 23.06%+5.9pp | 205.93%-177.0pp | 73.14%-44.2pp |
| Employer contribution / active EE | $1,280 | $3,387-62.2% | $5,433-76.4% | $2,342-45.4% |
| Participant deferral / active EE | $4,014 | $3,086+30.1% | $4,939-18.7% | $3,332+20.5% |
| Admin fee / account holder | $471 | $5,698-91.7% | $13,880-96.6% | $4,645-89.9% |