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 | $30,615 | $39,019-21.5% | $80,716-62.1% | $85,850-64.3% |
| Participation rate | 60.0% | 41.5%+18.5pp | 54.2%+5.8pp | 69.3%-9.3pp |
| Annual return | 31.79% | 26.27%+5.5pp | 87.28%-55.5pp | 318.53%-286.7pp |
| Employer contribution / active EE | $658 | $722-8.9% | $1,160-43.3% | $2,565-74.4% |
| Participant deferral / active EE | $2,019 | $1,326+52.3% | $2,146-5.9% | $3,952-48.9% |
| Admin fee / account holder | $1,156 | $2,431-52.4% | $3,380-65.8% | $6,260-81.5% |