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 | $28,982 | $65,395-55.7% | $182,532-84.1% | $72,985-60.3% |
| Participation rate | 68.4% | 65.4%+3.0pp | 78.0%-9.6pp | 69.5%-1.1pp |
| Annual return | 62.00% | 27.68%+34.3pp | 148.54%-86.5pp | 81.00%-19.0pp |
| Employer contribution / active EE | $1,026 | $1,911-46.3% | $4,076-74.8% | $2,440-58.0% |
| Participant deferral / active EE | $1,827 | $3,563-48.7% | $5,524-66.9% | $3,607-49.4% |
| Admin fee / account holder | $564 | $4,245-86.7% | $8,592-93.4% | $5,124-89.0% |