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 | $26,298 | $51,638-49.1% | $68,368-61.5% | $82,448-68.1% |
| Participation rate | 57.7% | 63.6%-5.9pp | 73.8%-16.1pp | 68.1%-10.4pp |
| Annual return | 15.81% | 37.53%-21.7pp | 292.57%-276.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $899 | $2,047-56.1% | $2,649-66.1% | $2,551-64.8% |
| Participant deferral / active EE | $3,904 | $2,914+34.0% | $4,123-5.3% | $4,139-5.7% |
| Admin fee / account holder | $9,045 | $4,643+94.8% | $5,150+75.6% | $7,234+25.0% |