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 | $56,611 | $78,103-27.5% | $289,028-80.4% | $116,875-51.6% |
| Participation rate | 65.2% | 69.5%-4.3pp | 78.0%-12.7pp | 74.5%-9.3pp |
| Annual return | 19.46% | 15.26%+4.2pp | 243.94%-224.5pp | 16.29%+3.2pp |
| Employer contribution / active EE | $1,099 | $2,718-59.6% | $6,326-82.6% | $3,288-66.6% |
| Participant deferral / active EE | $3,968 | $2,921+35.8% | $4,804-17.4% | $3,885+2.1% |
| Admin fee / account holder | $2,893 | $8,683-66.7% | $14,050-79.4% | $12,263-76.4% |