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 | $30,898 | $56,629-45.4% | $77,999-60.4% | $55,167-44.0% |
| Participation rate | 69.2% | 73.3%-4.1pp | 75.5%-6.4pp | 69.0%+0.2pp |
| Annual return | 8.53% | 2866.98%-2858.4pp | 425.96%-417.4pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,031 | $1,723-40.2% | $2,470-58.3% | $1,963-47.5% |
| Participant deferral / active EE | $1,779 | $2,777-36.0% | $3,497-49.1% | $3,054-41.8% |
| Admin fee / account holder | $1,994 | $467+327.4% | $5,480-63.6% | $504+295.7% |