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 | $58,366 | $65,409-10.8% | $98,442-40.7% | $85,850-32.0% |
| Participation rate | 52.3% | 65.0%-12.7pp | 73.3%-21.1pp | 69.3%-17.0pp |
| Annual return | 22.94% | 21.76%+1.2pp | 1492.73%-1469.8pp | 318.53%-295.6pp |
| Employer contribution / active EE | $1,112 | $2,168-48.7% | $2,960-62.4% | $2,565-56.7% |
| Participant deferral / active EE | $3,414 | $3,166+7.8% | $4,276-20.2% | $3,952-13.6% |
| Admin fee / account holder | $1,581 | $4,593-65.6% | $5,949-73.4% | $6,260-74.7% |