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 | $54,966 | $105,181-47.7% | $159,436-65.5% | $85,850-36.0% |
| Participation rate | 66.2% | 75.8%-9.6pp | 82.8%-16.7pp | 69.3%-3.2pp |
| Annual return | 15.01% | 45.07%-30.1pp | 263.57%-248.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $2,025 | $3,318-39.0% | $4,829-58.1% | $2,565-21.0% |
| Participant deferral / active EE | $3,333 | $5,945-43.9% | $7,352-54.7% | $3,952-15.7% |
| Admin fee / account holder | $1,666 | $6,933-76.0% | $10,799-84.6% | $6,260-73.4% |