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 | $27,294 | $58,927-53.7% | $76,817-64.5% | $72,985-62.6% |
| Participation rate | 66.1% | 67.3%-1.3pp | 72.1%-6.0pp | 69.5%-3.4pp |
| Annual return | 17.29% | 2305.64%-2288.4pp | 1166.11%-1148.8pp | 81.00%-63.7pp |
| Employer contribution / active EE | $897 | $1,787-49.8% | $2,302-61.0% | $2,440-63.2% |
| Participant deferral / active EE | $1,560 | $2,690-42.0% | $3,336-53.2% | $3,607-56.8% |
| Admin fee / account holder | $1,999 | $4,013-50.2% | $6,420-68.9% | $5,124-61.0% |