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 | $58,740 | $70,428-16.6% | $96,562-39.2% | $85,850-31.6% |
| Participation rate | 41.4% | 61.8%-20.4pp | 69.8%-28.4pp | 69.3%-27.9pp |
| Annual return | 13.13% | 18.59%-5.5pp | 37.78%-24.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,679 | $1,413+18.8% | $2,356-28.7% | $2,565-34.5% |
| Participant deferral / active EE | $4,880 | $2,894+68.6% | $3,849+26.8% | $3,952+23.5% |
| Admin fee / account holder | $1,310 | $4,997-73.8% | $6,181-78.8% | $6,260-79.1% |