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 | $47,717 | $58,577-18.5% | $83,333-42.7% | $64,186-25.7% |
| Participation rate | 57.7% | 72.0%-14.3pp | 77.8%-20.1pp | 69.6%-11.9pp |
| Annual return | 59.18% | 9.65%+49.5pp | 10.63%+48.5pp | 7.63%+51.5pp |
| Employer contribution / active EE | $1,427 | $2,098-32.0% | $3,379-57.8% | $2,381-40.1% |
| Participant deferral / active EE | $3,277 | $4,654-29.6% | $5,565-41.1% | $3,470-5.6% |
| Admin fee / account holder | $785 | $9,275-91.5% | $7,510-89.6% | $4,888-83.9% |