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 | $69,103 | $140,588-50.8% | $123,104-43.9% | $125,391-44.9% |
| Participation rate | 50.0% | 88.2%-38.2pp | 86.8%-36.8pp | 83.2%-33.2pp |
| Annual return | 3.35% | 16.80%-13.4pp | 13.22%-9.9pp | 282.22%-278.9pp |
| Employer contribution / active EE | $1,849 | $6,041-69.4% | $5,151-64.1% | $4,866-62.0% |
| Participant deferral / active EE | $10,500 | $6,980+50.4% | $6,230+68.6% | $5,352+96.2% |
| Admin fee / account holder | $380 | $11,198-96.6% | $9,015-95.8% | $9,540-96.0% |