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 | $22,716 | $58,694-61.3% | $142,863-84.1% | $85,850-73.5% |
| Participation rate | 69.7% | 58.5%+11.2pp | 71.9%-2.2pp | 69.3%+0.4pp |
| Annual return | 16.45% | 27.72%-11.3pp | 5637.54%-5621.1pp | 318.53%-302.1pp |
| Employer contribution / active EE | $1,028 | $1,423-27.7% | $4,144-75.2% | $2,565-59.9% |
| Participant deferral / active EE | $2,430 | $2,607-6.8% | $3,837-36.7% | $3,952-38.5% |
| Admin fee / account holder | $2,362 | $4,239-44.3% | $6,560-64.0% | $6,260-62.3% |