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 | $38,984 | $91,190-57.2% | $178,490-78.2% | $79,858-51.2% |
| Participation rate | 59.3% | 69.2%-9.9pp | 81.9%-22.7pp | 69.6%-10.4pp |
| Annual return | 24.46% | 24.19%+0.3pp | 151.07%-126.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,200 | $3,256-63.2% | $5,011-76.1% | $2,471-51.4% |
| Participant deferral / active EE | $1,439 | $3,236-55.5% | $5,202-72.3% | $3,740-61.5% |
| Admin fee / account holder | $516 | $6,751-92.3% | $13,984-96.3% | $5,306-90.3% |