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 | $50,577 | $107,015-52.7% | $73,545-31.2% | $147,584-65.7% |
| Participation rate | 44.4% | 66.4%-21.9pp | 54.9%-10.5pp | 82.8%-38.4pp |
| Annual return | 11.80% | 38.25%-26.5pp | -15.16%+27.0pp | 578.55%-566.8pp |
| Employer contribution / active EE | $473 | $1,760-73.1% | $1,219-61.2% | $4,876-90.3% |
| Participant deferral / active EE | $2,789 | $2,462+13.3% | $1,806+54.4% | $5,439-48.7% |
| Admin fee / account holder | $597 | $3,055-80.5% | $2,320-74.3% | $10,885-94.5% |