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 | $29,195 | $78,422-62.8% | $95,952-69.6% | $79,858-63.4% |
| Participation rate | 61.4% | 73.5%-12.1pp | 77.1%-15.7pp | 69.6%-8.3pp |
| Annual return | 33.07% | 19.37%+13.7pp | 91.61%-58.5pp | 31.71%+1.4pp |
| Employer contribution / active EE | $1,355 | $1,945-30.4% | $2,541-46.7% | $2,471-45.2% |
| Participant deferral / active EE | $2,074 | $3,440-39.7% | $4,167-50.2% | $3,740-44.5% |
| Admin fee / account holder | $2,551 | $5,622-54.6% | $6,795-62.5% | $5,306-51.9% |