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 | $25,880 | $99,652-74.0% | $78,778-67.1% | $147,584-82.5% |
| Participation rate | 47.1% | 76.2%-29.2pp | 69.2%-22.1pp | 82.8%-35.8pp |
| Annual return | 12.87% | 47.28%-34.4pp | 35.62%-22.7pp | 578.55%-565.7pp |
| Employer contribution / active EE | $1,285 | $2,796-54.0% | $1,986-35.3% | $4,876-73.6% |
| Participant deferral / active EE | $2,815 | $3,664-23.2% | $2,958-4.8% | $5,439-48.2% |
| Admin fee / account holder | $1,106 | $7,155-84.5% | $5,134-78.4% | $10,885-89.8% |