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 | $32,493 | $85,202-61.9% | $172,739-81.2% | $72,985-55.5% |
| Participation rate | 62.5% | 70.1%-7.6pp | 82.6%-20.1pp | 69.5%-7.0pp |
| Annual return | 22.59% | 27.32%-4.7pp | 802.84%-780.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,845 | $3,324-44.5% | $5,143-64.1% | $2,440-24.4% |
| Participant deferral / active EE | $3,061 | $3,260-6.1% | $5,198-41.1% | $3,607-15.2% |
| Admin fee / account holder | $953 | $5,884-83.8% | $13,954-93.2% | $5,124-81.4% |