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 | $29,903 | $107,015-72.1% | $73,545-59.3% | $147,584-79.7% |
| Participation rate | 66.7% | 66.4%+0.3pp | 54.9%+11.7pp | 82.8%-16.2pp |
| Annual return | 10.56% | 38.25%-27.7pp | -15.16%+25.7pp | 578.55%-568.0pp |
| Employer contribution / active EE | $929 | $1,760-47.2% | $1,219-23.8% | $4,876-80.9% |
| Participant deferral / active EE | $3,716 | $2,462+50.9% | $1,806+105.7% | $5,439-31.7% |
| Admin fee / account holder | $50,224 | $3,055+1543.9% | $2,320+2065.1% | $10,885+361.4% |