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 | $23,738 | $58,234-59.2% | $81,783-71.0% | $80,874-70.6% |
| Participation rate | 67.7% | 63.4%+4.3pp | 72.4%-4.6pp | 67.6%+0.1pp |
| Annual return | 13.78% | 41.70%-27.9pp | 775.05%-761.3pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,692 | $2,341-27.7% | $2,913-41.9% | $2,756-38.6% |
| Participant deferral / active EE | $1,279 | $3,283-61.0% | $4,320-70.4% | $4,297-70.2% |
| Admin fee / account holder | $850 | $4,982-82.9% | $7,380-88.5% | $6,935-87.7% |