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 | $22,316 | $61,272-63.6% | $149,673-85.1% | $71,457-68.8% |
| Participation rate | 66.3% | 62.5%+3.8pp | 78.8%-12.4pp | 67.9%-1.6pp |
| Annual return | 13.45% | 35.85%-22.4pp | 134.42%-121.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $1,059 | $2,378-55.5% | $4,818-78.0% | $2,588-59.1% |
| Participant deferral / active EE | $2,259 | $2,917-22.6% | $5,680-60.2% | $4,289-47.3% |
| Admin fee / account holder | $506 | $1,261-59.9% | $13,210-96.2% | $1,587-68.1% |