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 | $24,813 | $70,002-64.6% | $115,037-78.4% | $52,331-52.6% |
| Participation rate | 52.4% | 72.1%-19.7pp | 81.4%-29.0pp | 68.1%-15.7pp |
| Annual return | 27.97% | 4.04%+23.9pp | 26.14%+1.8pp | 4.54%+23.4pp |
| Employer contribution / active EE | $1,565 | $2,715-42.4% | $4,608-66.0% | $1,882-16.9% |
| Participant deferral / active EE | $3,051 | $4,920-38.0% | $6,026-49.4% | $3,022+1.0% |
| Admin fee / account holder | $1,338 | $566+136.4% | $8,175-83.6% | $592+126.2% |