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 | $54,469 | $94,031-42.1% | $115,768-52.9% | $82,448-33.9% |
| Participation rate | 55.8% | 70.4%-14.6pp | 74.4%-18.6pp | 68.1%-12.3pp |
| Annual return | 15.95% | 20.61%-4.7pp | 100.46%-84.5pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,306 | $2,323-43.8% | $2,940-55.6% | $2,551-48.8% |
| Participant deferral / active EE | $2,826 | $3,972-28.9% | $4,917-42.5% | $4,139-31.7% |
| Admin fee / account holder | $3,417 | $10,249-66.7% | $12,439-72.5% | $7,234-52.8% |