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 | $46,504 | $100,041-53.5% | $149,718-68.9% | $70,131-33.7% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.1%-24.6pp | 69.5%-7.0pp |
| Annual return | 27.58% | 27.43%+0.2pp | 1501.63%-1474.0pp | 73.14%-45.6pp |
| Employer contribution / active EE | $1,839 | $3,662-49.8% | $5,445-66.2% | $2,342-21.5% |
| Participant deferral / active EE | $3,629 | $4,983-27.2% | $6,569-44.8% | $3,332+8.9% |
| Admin fee / account holder | $605 | $8,286-92.7% | $11,283-94.6% | $4,645-87.0% |